Retirement Watch Weekly
Investing With The Inner Circle
Investment returns are down, leading many people to seek alternative sources of safe, sure returns. It also brings out the scam artists. A leading scam these days (#5 in the top 10 of the North American Securities Administrators Association) is known as the “prime bank” scheme. The scam is perfectly designed to attract the average […]
Investing for Grandchildren: New Estate Planning Rules
Some important investment lessons were learned over the last few years by grandparents and grandchildren. Not too long ago, many grandparents felt comfortable giving stocks in a few good companies to a grandchild with the advice never to sell. Other grandparents gave one or two mutual funds with the same instructions. In the post-World War […]
Best Way To Stop ID Theft
Identity theft cases doubled from 2001 to 2002. A report from the Federal Trade Commission revealed that ID theft complaints to the government rose from 86,000 to 162,000, and for the third year ID theft was the most reported type of fraud. The government believes most thefts go unreported and that about 700,000 ID thefts […]
Easy Ways to Cut Costs and Boost Wealth
It is not as easy to increase wealth through investing as it was a few years ago. To boost wealth, investment returns have to be supplemented with cost cutting. Many firms are making this more difficult by increasing prices and various fees. Here’s my quick review of the best ways many of you can increase […]
To Probate Or Not To Probate for Estate Planning
Estate taxes are far from the biggest expense for most estates. If the 2001 tax law is allowed to take full effect, in 2010 estate taxes won’t be an expense for anyone. Yet, Estate Planning is critical for estates of all sizes, because other expenses can take a big bite of every estate. The largest […]
How to do Annual Estate Planning Financial Check-Up?
The early part of the year is a good time for a quick financial checkup and to evaluate the progress we’re making toward financial security for ourselves and loved ones. You probably are working on your tax return anyway, so it takes only a bit more time to answer the simple question, “How am I […]
Opportunities Abound In the Uncertainty
Stocks continue to see-saw between bear market and bull market. As I said earlier, expect this to continue for some time as the economy and markets recover from the extremes of the 1990s. Several investment strategies are necessary to be successful in this environment. Careful buying and selling is one. I’ll keep sell signals in […]
Our Safe, Aggressive Investment Portfolio
Profitable trends are starting to develop in the markets. I can tell from the action in our Invest With The Winners Aggressive Portfolio. Our Aggressive Portfolio uses my own rankings of over 300 mutual funds, representing most available investment strategies. I recommend buying the top two funds in the rankings that are at the top […]
