Monthly Archives: October 2012

Financial Services Trick or Treat

A Trojan horse.  A wolf in sheep’s clothing.  Whether the former is referring to the Greek military ploy in the Trojan War or a computer virus and whether the latter is rightly linked to biblical passages or wrongly credited to … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Presentation at WAMIC Manager’s Meeting

Friday, October 19th Tom Batterman, principal of Financial Fiduciaries, LLC., was a presenter at the WAMIC (Wisconsin Association of Mutual Insurance Companies) Manager’s Meeting in Medford, Wisconsin. He discussed “The 10 Tips for a Year End Portfolio Tune-Up” as a … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , | Leave a comment

US Debt and the Future for Interest Rates

Many investment professionals believe interest rates on US Government debt are too low given the current budget deficit and the future fiscal drain of Medicare and Social Security as presently constituted and the risks these problems present relative to our … Continue reading

Rate this:

Posted in Financial Category, Government Category | Tagged , , , , , , , , , , , , , , , | Leave a comment

ANNUITIES

Why Annuities are the “Wizard of Oz” of Investments In these times of low-interest rates, many investors are tempted by purported “guaranteed” rates of return offered on some annuity products.  As annuities can be the “Wizard of Oz” of investments—“Look … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , , , | Leave a comment

DALBAR Review

The Hidden Cost of “Do-it-Yourself” Investing Tom Batterman, JD, CTFA The magazine headline blares, “TOP 10 MUTUAL FUNDS.” The television ad shouts about the new cell phone application or computer program you can use to manage your investments and trading. … Continue reading

Rate this:

Posted in Financial Category | Tagged , , , , , , , , , , , , , | Leave a comment