Category Archives: Investments

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

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

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…Continue Reading

Getting into Real Estate – What is ‘Errors and Omissions’?

Becoming a real estate agent is an attractive second job for many people who want the freedom that comes with being self-employment. In residential real estate, the weekends are when most home buyers are available to look at property, so it is easy to work part-time as an agent in the evenings and over weekends.…Continue Reading

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,…Continue Reading

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…Continue Reading