Category Archives: Investments

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beat

Unhappy with Your Full or Discount Stock Broker?

During tough economic times and times of volatility in the stock market, many look at their full service stock broker and wonder if they could be doing a better job. Many question their full service broker’s fiduciary, competence and expenses. Most investors only wake up to the fact when the stock market does so poorly,

Business Succession Planning Should be a Priority for Business Owners and Professionals

Business Succession Planning Should be a Priority for Business Owners and Professionals

There is one aspect of running a business that most business owners often overlook; succession planning.  I am often reminded of the vary scary scary fact that, Approximately 90 percent of U.S. businesses are family firms, ranging in size from small “mom-n-pop” businesses to the likes of Walmart, Ford, Mars and Marriott. Family businesses are

Stock Investing Will Have its Up and Downs

Stock Investing Will Have its Up and Downs

I started writing a post about dividend investing research and then realized that how could I with good conscious write about anything other than my feelings about the market.  While I love preforming my own analysis I don’t pretend to be an “investment guy” and  that is probably the reason that despite my obsession with my