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New York: Briefings On What’s Ahead In The Investment World

It was a gorgeous afternoon in New York City today, as you can see from the photo I took in Times Square showing the beautiful blue skies, jewel-colored electronic billboards, and masses of New Yorkers, tourists, and school kids visiting the city. Living in South Florida, I have clearly forgotten exactly how many people you can […]

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What, Me Worry? World’s Millionaires Are Confident Despite Global Uncertainty

The world may be an uncertain place but millionaires around the globe are confident they can manage the turmoil and reach their life’s objectives “without so much as a dent in their finances,” finds a UBS Wealth Management survey of 2,800 millionaires in seven countries. Reuters journalist Jamie McGeever, reporting from London, says the world’s elite […]

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Quote Of The Week: Why Your Advisor Should Always Be A Fiduciary

“Ask the person managing, or offering to manage, your investments to state in writing that he or she will act as a fiduciary at all times, for retirement and non-retirement accounts. Knowledgeable clients already demand fiduciaries for all their money. Don’t be blinded by titles like “financial adviser” or “wealth manager.” If they’re not fiduciaries, […]

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McDonalds China

Can Investing In Big U.S. Companies Give You Enough International Exposure?

I was on the phone yesterday with a client. “Why do I need to own international stocks,” he asked. “I already own big U.S. companies and they do plenty of business overseas. Isn’t that enough?” Good question. In fact, it’s the subject of a recent research study by Joe Libbra, CIMA®, CAIA, senior investment consultant […]

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The Strategic Outlook From BlackRock

Russ Koesterich, Chief Investment Strategist at Blackrock, was our guest last week  at the 37th annual conference of the South Florida Financial Planning Association (FPA). Russ talked about building portfolios in a world of low interest rates and longer lifespans. BlackRock is the world’s largest asset manager with $5.1 trillion (yes, that’s a “t”) in assets […]

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Fool's Gold-Money

Is Gold Good Protection Against Inflation?

So far, inflation has been but a distant blip on the radar screen, something to be aware of but too far away to pose an immediate danger. But if inflation does raise its ugly head, what type of investments can provide you with the best protection? After all, if your portfolio can’t keep up with inflation, you’ll lose […]

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Lunching With Sharks: Mr. Wonderful In Boca Raton

Yes, that’s Kevin O’Leary aka “Mr. Wonderful” from Shark Tank, having lunch with us Friday in Boca Raton. O’Leary joined us for lunch at the 37th annual conference of the South Florida Financial Planning Association (FPA). He came to talk about his role developing the O’Shares series of exchange Traded Funds (ETFs), investment vehicles designed […]

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Fascinated By Self-Driving Cars? Beyond The Futuristic Cachet, 5 Ways The Financial Impact Could Be Enormous

Driverless cars are undoubtedly cool. But beyond the obvious, they could have a profound impact on our lives in ways we can’t even yet begin to imagine. Here’s 5 possible ways it could all play out: 1).  They will be much safer than what we have currently. “These systems never look down to check their text […]

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Quote Of The Week: You’ve Accumulated A King’s Ransom, But Can You Keep It?

“If you think accumulating a king’s ransom is difficult, try holding onto one.” Steffi Claiden,”Preserving the Family Fortune,” RealAssets Adviser, March 2017 The Takeaway: Holding onto money across generations can be an enormous struggle, says Claiden. 70 percent of the wealthy lose their money by the second generation, and 90% go bust by the 3rd generation. […]

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5 Tips To Deal With A Coming Correction

The stock market has enjoyed a pretty steady climb upwards since the November election. Could that calm soon be coming to an end? If so, it’s a good time to brush up on market corrections and how you can take volatile and hostile markets in stride. 1).  Just what is a correction?  A correction is […]

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