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Tag Archives: bubble

3-Steps To Holistic Financial Wellness

Investors tend to narrowly define wealth management as portfolios and products. Unfortunately, many financial professionals permit this shortsightedness as it aligns with their aspirations to sell investment vehicles, then move on to the next prospects. However, this pervasive myopia is a tremendous oversight; investors and financial consumers miss out on the advantages of holistic financial processes and the robust long-term fruitful actions which follow. We find that people who embrace...

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5-Things Savvy Investors Should Know About Social Security

The recent Nationwide Retirement Institute® Consumer Social Security PR Study conducted by Harris Poll queried 1,315 U.S. adults aged 50 and over who collect or plan to collect Social Security benefits. Recent retirees, future retirees and those who retired in 10+ years were polled. The results of this study provide a formidable glimpse into perceptions of Social Security and how they change over time. Here are 5 highlights for future retirees who seek to maximize benefits and understand how...

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Is Capitalism Responsible For Socialist Sentiment?

In 2009, I shared 2 words on Facebook that I felt would shape the future of our social and economic discussions: Socialism & Nationalism. Not trying to be a smarta**, however, I told you so. A shallow economic recovery (one of the weakest post-WW2), since the Great Recession, intervention by the Fed and persistent greed from U.S. corporations that place shareholders and senior executives above all else, have blossomed dissatisfaction with the very heart of our system. In 2012, I outlined...

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Trump Is Asking For A 1999-Style Stock Market Melt-Up

Last week, President Donald Trump reiterated his call for the Fed to cut interest rates: President Trump is technically correct in saying that the economy (or, more accurately, the stock market) would “go up like a rocket” if the Fed cut rates by 1%, but only because doing that would supercharge the dangerous bubbles that are driving our growth. If Trump theoretically got his way and the Fed cut rates by 1% (assuming it was a preemptive move rather than a reaction to a sharp...

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3-Ways To Be Your Own Financial “Superhero”

The latest in the Marvel movie portfolio – Avengers: Endgame has blown away every theatre attendance record. The film has earned $1.48 billion on a global level (as of this writing).   There’s little doubt that humans love heroes, especially super-human types. We relish the conflict between good and evil. We cry when our heroes face setbacks and applaud when they gain the upper hand on the enemies because if we were superheroes, we’d fight dark forces and win, too. We also get a bit...

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A Financial Reality Lesson From “The Highwaymen”

A misrepresentation gnawed at screenwriter John Fusco. Influenced by a fascination with outlaws and gangsters ignited by the 1967 iconic film “Bonnie & Clyde,” Fusco has written and directed several films including one of my favorites “Young Guns.” His present work on Netflix, “The Highwaymen,” starring Kevin Costner and Woody Harrelson, re-visits a sepia and blood tinctured period of American history when gangsters were lionized by the public. A citizenry ravaged by the Great Depression,...

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Your Healthcare In Retirement Reality

“I think I’ll take a moment celebrate my ageEnd of an era and the turning of a pageNow it’s time to focus in on where I go from hereLord have mercy on my next thirty years” – Tim McGraw, My Next Thirty Years Retirement planning is a holistic process that helps one to crystallize the relationship among savings habits, investments and debt. The exercise is designed to project into the future how current disciplines along with expectations can form specific retirement life milestones from...

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9-Ways To Teach Kids About Money

Financial literacy is a grassroots effort that begins at home. Or in the car. Or in the bathroom. With money such a big part of our lives, opportunities to build a child’s financial literacy are all around us. As a child, I was an observer. My mother existed on welfare and dad lived for the moment. Both died with nothing. Today, with your children bombarded with messages to spend you need to “sneak” money lessons in whenever possible. Success comes from changing up old beliefs about how you...

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Health Is Part Of Your Financial Plan

So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you lost? How many hours of sleep do you get a night? Welcome to client/advisor conversations of the future. And the future is now. It’s easy to comprehend how unhealthy people accumulate less wealth, may be forced to retire sooner and suffer shorter life expectancies. If anything, being unhealthy in retirement even if one has the finances, makes for an emotionally challenging existence. According to De...

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Tips To Consider If You Are At Risk Of Getting A Severance Package

With the current economic expansion already extremely long, even by historical standards, there is a rising risk that record low unemployment most likely won’t stay that way forever.  Could your job be at risk when the next recession comes? Severance packages are popular when companies seek to reduce workforce, especially older workers. According to Lee Hecht Harrison and Compensation Resources Inc. in their 2017-2018 Severance & Separation Benefits Benchmark Study of over 350 senior...

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