Yearly Archives: 2011

Long-term care: What are the Options?

Guest Post by Sasha In my last post I noted some startling statistics about the number of Americans who will require long-term care at some point in their lives. Common medical crisis such as stroke, Alzheimer’s disease, diabetes and arthritis can certainly affect your quality of life in profound ways. Something as unpredictable as a…Continue Reading

What is a Mutual Company?

How would you feel if you weren’t a customer but rather an owner of your life insurance company? How about if you were an owner of your investment company, rather than just a plain account holder/customer?  Imagine a world where the company theoretically cared about the customer because they were owners of the companies.  Although…Continue Reading

Factors to Consider When Consolidating Debt

At the office the other day a colleague asked me to analyze his refinance decision and while we getting deep into the calculations (taking into account taxes, remaining interest, etc.) I started to think about things to consider when deciding to consolidate one’s debt.  I don’t think refinancing one’s main home is as easy as…Continue Reading

What is a Margin Investment Account? Applying for a Margin Account with Fidelity

What is a Margin Investment Account? Applying for a Margin Account with Fidelity

A pretty conservative co-worker came to me today and said it is ‘time to bet against the market President Obama is speaking on Thursday and the market consistently falls when he speaks about the economy’ and it got me to thinking about ‘betting against the market.’  I don’t short stocks, it isn’t that I am…Continue Reading

Why Global Economic Negativity, Doom & Gloom Doesn’t Disturb Me

I travel quite a bit, for business and for pleasure, and as I travel across the country and globally, I am continuously amazed, but not surprised, at the amount of discussion (more like complaining) around the economic condition today.  Whether the markets are up or down, someone will always be happy and another will be…Continue Reading