Monthly Archives: August 2016

Brexit Update

Remember Brexit?  Of course you do.  Many short-term traders thought the sky was falling when British voters unexpectedly decided to opt their country out of the European Union.  But the process of extricating the British economy from the complexities of … Continue reading

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The World’s Worst Drivers

Just over 35,000 Americans were killed in automobile crashes in 2015, a 7% increase over the previous year, which represented the largest annual increase since 1965.  Does that mean Americans are less safe, or more safe, than drivers in other … Continue reading

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Good News About Global Warming

Chances are you’ve felt a bit discouraged by the global warning reports.  On the one hand, they say that our world is in for trouble unless we make significant changes in how our global economy produces the energy it needs … Continue reading

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Regs to the Rescue?

The world of money market funds changed forever back in 2008, when an investment vehicle called the Reserve Primary Fund loaded up on loan obligations backed by Lehman Brothers.  Lehman famously went under, and the fund “broke the buck,” meaning … Continue reading

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Global Popularity (or Not)

No doubt you’ve seen so many polls, telling you how many people support which political candidate, that you’re feeling a bit numb.  But what do the citizens of other countries think about our country’s Presidential candidates, our current President and … Continue reading

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Juicing and Other Bad Behaviors

Scamming, identity theft and fraud are terms that are common vernacular within today’s technology driven communication methods. It seems that every day, you hear of new (and not so new) ways that scammers and con-artists are trying to dupe people … Continue reading

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Should you Consider Preferred Stocks?

In the past, investment grade corporate bonds or government bonds were considered a solid investment vehicle, offering a safe 6-7% interest rate. However, in today’s uncertain economic climate, this is simply not the case. For instance, the investment of government … Continue reading

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What You Need to Know About Retirement Savings

As Reported by John Oliver While some of the 20 minute John Oliver sketch below is a bit tongue-in-cheek, we think it highlights the importance of working with a fiduciary. In his own words “The entire retirement industry is a … Continue reading

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Worried About Brexit? Consider Meditation

With economic uncertainty looming all around, the world has never been more stressed out. Brexit has left questions and even fear in the minds of investors as they carefully consider their next financial move. With economists predicting that the worst … Continue reading

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Inherited IRA’s No Longer Protected from Creditors

One of the benefits of having an IRA is that they are protected from creditor claims because they are retirement accounts. This is a good thing for people who are in professions that could have a liability concern. However, a … Continue reading

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