Monthly Archives: May 2013

HAVE YOU CONSIDERED CHARITABLE GIFTING?

Could it make the world a better place? Could it make sense financially? A gift to charity may prove to be a great financial favor to you. Some charitable gifting methods offer you notable tax advantages. Here’s a brief look … Continue reading

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Party like its 1982

One of my barometers for investing is the watching the fear index. The fear index, the VIX, in 1980 was extremely high and very volatile in the midst of all the speculators and public investors buying gold and stashing it … Continue reading

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Filial Support Laws: Could you end up paying for your parents’ nursing home care?

Ever hear of “filial piety”? How about “filial support”? You may be unfamiliar with these phrases – and the laws based on them. A recent, notable court ruling has brought filial support laws back into the spotlight. Some attorneys and … Continue reading

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A Quick Note on the Rally

Last week I spent three days in conference discussing the current bull market. Reviewing various stock market historical return periods we found several times where the market is almost mirroring the action we are seeing now and the bull continued … Continue reading

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The Stock Market is not the Economy

Each year, Franklin Templeton Investments asks 1000 investors whether the S&P went up or down in the previous year. We live in the age of CNBC and Yahoo! Finance and iPhone apps; where no one lacks the data to know … Continue reading

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Sell in May?

Many people have been asking me if they should sell in May and go away based on an old Wall Street strategy that the best performing months of the year for equities is from late October to late April. Currently … Continue reading

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