Category Archives: Investments

For Most Investors Diversification is Key

For Most Investors Diversification is Key

I felt horrible today as one of the planners who works in my office brought up a client we worked on 2 years ago.  As I have explained in the about me, I am back office support for a lot of fee based and commission based financial planners. This particular client came across my desk

Beware of the Emotional Herd by Wade W. Slome

We are living through unprecedented times in our economic history and the urge to give into the all-consuming panic spreading across the airwaves is very tempting. Unfortunately, succumbing to the pressures of following the herd produces suboptimal investment returns over the long run. The appropriate tactic is to invest objectively and independently, not emotionally. Or

Passive Income via High Yield Muni Bonds – Can’t do it YET

Passive Income via High Yield Muni Bonds – Can’t do it YET

I am obsessed with the idea of passive income, the thought that I could make money while sleeping truly excites me (does that make me weird? probably).  Well today I came accross a great article on the Wall Street Journal Personal Finance Site by Brett Arends titled, “High-Yield Muni Bonds: Time to Strike?” Mr. Arends

Is Social Security Income an Asset? NO!

Is Social Security Income an Asset? NO!

I just read a very interesting article on Wall Street Journal Personal Finance Section, titled “Save Your Nest Egg, Hold on to Stocks” written by Mr. Zweig.  The article surrounds the idea that since your Social Security income stream can be turned into a present value number equivalent to a bond/annuity that it should count

An Interesting Proposal – An Investment Club

An Interesting Proposal – An Investment Club

It is funny how sometimes someone brings up something you were thinking about – probably has something to do with “mind-mend” (Break up Reference – anyone? anyone?).  Well, lately I have been thinking about setting up some sort of non-qualified (i.e. not retirement $) investment schedule.  What is stopping me? That stupid stupid debt meter

BUD – An American Company No More! What would 1 Share Purchased 24 Years ago of Anheuser-Busch be Worth When it Was Finally Sold Yesterday

BUD – An American Company No More! What would 1 Share Purchased 24 Years ago of Anheuser-Busch be Worth When it Was Finally Sold Yesterday

While it has been in the news recently, it became official yesterday, Anheuser-Busch is no longer an American Company.  That’s right, your favorite domestic beer company is now owned by beer GIANT InBev – you can find some full articles HERE, HERE and HERE.  Never heard of InBev?  Guess Again – from their press release today: …over