The U.S. stock market punctuated an extraordinary year with gains on the last trading day, moving many of the American indexes to record highs on the final trading day for only the sixth time in history…
A Year to Remember
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Articles
Bitcoins: Investment or Bust?
You may have been hearing lately about an alternative currency known as bitcoins, and the stories tend to be bizarre…
Madoff Reckoning
You may have heard the news that JP Morgan settled with prosecutors (mostly Manhattan US District Attorney’s office) for over $2.0 billion in regards to its role as banker...
Even After Jail, the Wolf Still Has Keys To The Chicken Coop
In the Wolf of Wall Street, Leonardo DiCaprio, plays a real life stock broker, Jordan Belfort, who swindles many people out of approximately $200 million. In the 1990’s,...
Behavioral Finance and “Nanny” Provisions
One of the most interesting areas of financial research these past ten years has come, oddly, not from economists or investment researchers, but psychologists, who are pioneering a branch of study known as “behavioral finance.”…
Let the Taper Begin
The Federal Reserve Board has made its long-awaited announcement that it will begin to scale back (“taper,” in WallStreetSpeak) its QE3 stimulus program. The last time the Fed even mentioned starting to taper back, last Fall, global stock markets and bond investors panicked and sent the markets reeling…
No inflation, really?
This past week, I was fortunate enough to celebrate Gayle’s birthday with her in New York City (The City). The City is wonderful this time of year and we were fortunate...
Is The US Government Making A Titanic Like Decision?
As many of you know, Congress passed a statute 3 years ago to prevent a future financial meltdown as we witnessed in 2008. That statute is the unwieldy 2,300 page law known...
House of Hope
As you know, in the spirit of community service, Colman Knight adopted six children and two parents from the House of Hope, a family shelter in Lowell, MA, this holiday season. Our motivation for choosing this area of outreach stems from disturbing statistics about the Homeless population…
Transitions and Widowhood
Life transitions are an integral part of the human experience. Every day we experience change – sometimes insignificant, like a pebble in the road, sometimes noteworthy, like a boulder. Then there are life transitions that make us wiser and stronger while grieving; these are the transitions that mirror mountains…
Natural Disasters Creates Higher Home Values
An article in the Wall Street Journal on October 28, 2013 stated how Super Storm Sandy resulted in higher home prices along the New York City waterfront. The homes now...
Elder Abuse & Dealing With Alzheimer’s Disease
The Massachusetts Financial Planning Association in conjunction with the Commonwealth of Massachusetts Executive Office of Elder Affairs and the Alzheimer Associations of MA and NH held an informative webinar to educate Financial Planners about the serious issues of elder abuse and Alzheimer disease. Our population is aging and our life spans are increasing. Many of us are likely, at some point, to observe or suspect elder abuse – within the family or amongst friends and neighbors. More and more of us will be called to face chronic problems that ravage the elderly, particularly Alzheimer’s disease…
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