Archive for May 2015

[Forbes] Why Too Many Business Owners Bet Their Own Homes…

[Forbes] Why Too Many Business Owners Bet Their Own Homes (And What They Could Do Differently) By Clint Gharib Please Note:  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.  Opinions expressed are…

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Market Update – FRENZY

Well there are always two sides to a coin. I’m writing this as the city of Atlanta is locked in the grips of a winter storm that has turned our roads into parking lots, literally, with some people stuck on roads for 5 hours or more so far. While I and my family are not…

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Market Update – Shale Boom Busted?

Due to recent data and the chatter over it I felt a Market Update was needed before the next scheduled Update in August. In one of my Updates that I’ve received the most response from yet, ‘Market Update – Step Right Up, Buy a Ticket to America’s Rebirth Ride 4-11-2012’, I spoke about two major…

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Market Update- America’s Rebirth: The Next Generation

This an update to the client-favorite Market Update “Step right up and buy a ticket to America Rebirth Ride April 12, 2012”.   Do you remember the seemingly forgotten headlines only a short time ago about Congressional budget battles, possible US shut-downs, US & European sovereign debt, and the uncertainty of the US dollar’s status as…

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Are you working with an investment advisor, broker or both?

Advisors follow the Fiduciary Standard which was established within the Investment Advisors Act of 1940. The U.S. Securities and Exchange Commission (SEC) Fiduciary Standard requires advisors to act in the best interest of the client – specifically stating that they must put their clients’ interests above their own.  It requires higher standards and is more stringent than the suitability standard. …

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Income planning evolves as much as technology. We’re at the…

Stop and ask yourself a simple question:  “What do you want your retirement to look like?”  Unfortunately too many investors and advisors are held hostage to limited visions when it comes to income planning – they’re still using the same income planning approach that was based on the past 30 years and not the future. …

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Oil is Dead. All Hail Oil

I thought about titling this Update “Oil, Oil everywhere and not a certainty in sight” but there is certainty to oil just not knowledge of the future price of oil.  Unless you have only watched re-run sitcoms or reality TV shows (oxy moronic to call them reality)  then you know there has been a lot…

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How Do I Invest Now?

With the beginning of a new year investors are flooded with predictions and outlooks from every “expert” and market observer. It can be as confusing as navigating a busy foreign subway system when you don’t speak the language. “Uhhh… which way do I go?” Let’s not try to guess which stocks, sectors, etc are going…

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Entrepreneurs Can Feast on 529’s

Thank you America for preventing President Obama from trying to do away with 529 plans – The surest way to get people talking about something is try to take it away from them. Despite the media circus, the fact remains 529 plans should be especially attractive to entrepreneurs. Entrepreneurs are a different breed, we don’t…

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