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Looking back, looking ahead

By |January 9th, 2019|Categories: Economy, Investment Management, News & Events, Personal Finances|

Life can only be understood backwards; but it must be lived forwards, observed Soren Kirkegaard, 19th Century Danish philosopher. Therefore, we must examine at least briefly what occurred during 2018 in the worldwide financial markets. As noted in prior columns, probabilities were high that it would produce a stock market [...]

Putting experience ahead of just more stuff

By |December 19th, 2018|Categories: Personal Finances|

My entire life I heard “money can’t buy happiness”. I think the statement should be “money can’t buy contentment, satisfaction, peace of mind, love, or any of those other wonderful, non-tangibles that are important for a healthy life. But, I do believe money can buy amazing memories sprinkled with happiness [...]

Attempting To Eliminate Market Risk Can Be Very Risky

By |October 30th, 2018|Categories: Personal Finances|

About a month ago I wrote a column about how some financial product marketers use fear to sell their products. While I chose to focus that article on the dangers of signing up for a reverse mortgage, there are other financial products I would also advise people to avoid in [...]