Category Archives: Investments

What is SIPC? Stanford Case Set to Challenge What is Eligible

Anyone with some type of broker account has seen the term, “Insured by SIPC” but what does that mean? Is it like your bank account being FDIC Insured? In short, No.  The “I” in SIPC is often confused for insurance, but it actually stands for Investor. The Securities Investor Protection Corporation otherwise known as SIPC

If You Can’t Beat Them Join Them

If you believe that the rich get richer, why not just invest in them instead of against them? I am not talking about your next door neighbor with a couple German cars and a 45 foot boat…I am talking about investing with Billionaires! How? by following the Billionaire Index.  Created by Dr. Joel Shulman, C.F.A.,

Would You Build an Income Stream Based on SPIAs If you are 30?

With pensions becoming as common as the Dodo bird, annuities are losing their negative connotation and are even becoming more and more popular in the main stream financial media.  Despite the fact that I am only 30 I have started giving real thought to purchasing small staggered Single Premium Immediate Annuities as part of my

Avoiding Business Bubbles About to Burst

Nothing lasts forever.  This couldn’t be truer when it comes to business booms.  As the dotcom bubble of the early 2000s demonstrated, what goes up tends to come back down at the same speed.  Any financial advisor or planner will tell you to never count on any “hot” business idea being hot for too much longer. 

How are the Top 10 Stocks for 2007 and 2008 Doing in 2012?

I find it interesting when the financial media makes bold predictions for individual stocks or mutual funds and as time passes the reasoning for the pick erodes. My interest may be based in on my love for history or it may be because of people’s failure to apply sense of accountability. In Part 1 of