I just returned from a two-day conference with my field marketing organization Wealth Financial Group, based in Chicago.  Beautiful city!Our keynote speaker was author & consultant Frank Maselli, a dynamic, animated, hilarious, brilliant man.  Frank likened us financial advisers to lifeguards, trying to convince potential drowning victims to climb into the lifeboat while there is […]

I know it must be irritating to you.  But I won’t stop doing it.  That is, regaling you of the steadily shrinking options for reducing your financial risks.  The quantity and quality of techniques to protect yourself and your money are in an entropic spiral. For example, I’ve mass emailed ad nauseum about the financial […]

I must give credit for this post to Paul Begala, political writer for Newsweek.   In the June 25th issue he passed on an anecdote which, whether true or not, epitomizes a major destructive attitude, a cultural virus in our country.  I quote it directly:I have a wealthy friend who lives in a wealthy neighborhood.  One […]

In a great article given to me by my Mother, Linfield College economics professor Eric Schuck claims, “What you think you know is wrong.”  The article appears in The Oregonian at http://www.oregonlive.com/opinion/index.ssf/2012/06/debunking_economic_myths_or_th.html  The online title is “Debunking economic myths [which is dear to my heart], or the trouble with what you think you know”I will summarize […]

I’ve learned to severely limit my clairvoyant claims; even with what seems to be the perfect collection of data it only takes one tiny detail to derail an entire prediction.  It’s like winning a Tesla sports car . . . with no key.So I’m borrowing these Ten Key Predictions from Neuberger Berman, courtesy of AdvisorOne*, […]