Blog2018-10-24T13:20:54+00:00

Say It Isn’t So, Jim!!

After taking on Jim Cramer for over a decade now - as he pontificated and prognosticated (in my opinion) to the detriment of his viewing investors, it seems I'm finally vindicated. Hopefully, at least, in the eyes of his many devoted acolytes who I've continually heard from over the years. [...]

By |October 15th, 2019|Categories: Uncategorized|0 Comments

Market Jitters? Perspective is Everything

Ok, it was another roller coaster day last Friday. And, here's what's interesting. About a week and half ago, I had someone tell me the market was high, so they shouldn't make any changes. And then last week, I had someone say: the market's fallen, so we shouldn't make any [...]

By |August 28th, 2019|Categories: Uncategorized|0 Comments

Measuring Marathons with a Ruler

One of the most challenging aspects of being a prudent investor is recognizing the difference between short-term noise and long-term evidence. With billions of market data points available instantaneously 24/7/365, it’s easy to find yourself measuring what equates to a 26.2-mile journey with a 12” ruler. The investment industry and [...]

By |March 21st, 2019|Categories: Uncategorized|0 Comments

Investing Advice from a Hedge Fund Manager

You've heard about them; they're risky. Few seem to make money for their investors. But they get a lot of attention when they do.  So wouldn't it be interesting to know where hedge fund managers invest their money?  You might be surprised at the answer.    Hedge funds are investment partnerships that employ [...]

By |March 1st, 2019|Categories: Uncategorized|0 Comments

The Madoffs Among Us

When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are [...]

By |February 20th, 2019|Categories: Uncategorized|Tags: , , , , , , , |0 Comments

Don’t Try This At Home

Painting the sun room You've all heard that expression... especially when it involves some insane thrill seeker jumping off the edge of a mountain in a squirrel suit, or as I watched more recently, some dare devil racing down a mountain side on a dirt bike, complete with 360s in [...]

By |January 18th, 2019|Categories: Uncategorized|0 Comments

Holy Moly! Wouldn’t that be SCHWEET?!

I’m going to stir the pot a bit this week.  You know my mantra: no one can predict the market, the price of a stock, a bond or an index.  But sometimes… there’s just that feeling right?  So recently, my husband sent me two articles that contradict each other and [...]

By |August 1st, 2018|Categories: Uncategorized|0 Comments

America is Running Out of Family Caregivers…..

America Is Running Out of Family Caregivers, Just When It Needs Them Most Smaller, more far-flung families mean fewer unpaid helpers. ‘Are you really my daughter?’ It's time to begin preparing for the inevitable - we all get older and more frail. Some of us plan to have wheelchair races, [...]

By |July 21st, 2018|Categories: Uncategorized|0 Comments

Can You Lose an IRA to Medicaid?

We Americans are living longer and more of us are eventually going to need long-term nursing home care.  The cost can be devastating to a family. Nursing home care now costs an average of over $85,000 per year, and much more than that in some parts of the country. Medicaid [...]

By |July 19th, 2018|Categories: Uncategorized|0 Comments

Market Volatility and Roller Coasters

Market Volatility can best be imagined as a roller coaster: up and down, sometime sideways, with precipitous drops and fast accelerations. A relatively recent 'wild ride' allows us an opportunity to examine our expectations and determine whether the fear is real or imagined, and how best to keep our perspective. [...]

By |June 28th, 2018|Categories: Uncategorized|0 Comments

Lessons on Value from Mob Lawyers

So... I'm laughing here... reading a short article from a tax attorney friend. He always picks the most interesting material to make his points to financial professionals.  I'm adding a bit of a twist to share with you today; sometimes it's good to be reminded of things............... There’s so much [...]

By |June 14th, 2018|Categories: Uncategorized|0 Comments

Kate Spade: Everything to Live for…. Except…..

The recent suicide of Kate Spade has been all over the news and social media. Many lamented and are puzzled:  she had "everything" to live for -- maybe. Depression is difficult for many to overcome. What could she have been comparing her life/success to? As the below article illustrates, and [...]

By |June 7th, 2018|Categories: Uncategorized|0 Comments