BloG

We have just experienced the 2nd best 25-day rally on record. #1 was in early 2009.  The question is, have things gone up too far too fast?  Will we head…

There has rarely been an opportunity to add as much long-term value to an investment portfolio as there is right now.  Why this is the case has a lot to…

When you see something on sale for an incredible price, one that is lower than you have seen it in 4 or 5 years and about 30% cheaper than it…

As the question goes, “I have good news and bad news.  What do you want to hear first?”  Well, since you can’t answer that, I’ll start with the bad news.…

I’ve been overseeing portfolios for clients and advising on financial matters for 32 years and 11 months now.  A little over 6 months into my entry of this profession, I…

First, I want to say that I've written on this topic more than once. The last time time was in Issue 182 of Mutual Gains (Nov / Dec 2017). If…

What I’m referring here is the common held belief that having a parent change the ownership of their home or rental property (or any other asset for that matter) to…

I'm sure you have heard, or even said this yourself, "Renting is just throwing money away".  My guess is 99% of people (and you may be one) believe, without a…

In my current round of R-U-P-A  meetings with clients (RUPA being, Review-Update-Plan-Attain), I've  been doing a re-check with each client on when their Will was last done.  The range of…

Shouldn't it be that I get paid interest when I deposit money?  Yes, normally however there is always another historic first event and today it is that the Greeks are…