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financial advisor
I’m an arduous follower of developments in technology and the projections of futurists. There’s an amazing world emerging and radical changes are happening exponentially quickly. There are companies developing technologies that will take the world by storm and create entire industries and legions of jobs and revenue (all good things for those who invest in...
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Marty Allen once wrote, “A study of economics reveals that the best time to buy anything is last year.” I feel that this is the story of how most people feel about investing. So often I find people retroactively kicking themselves for not buying internet stocks (and selling them before they tanked) or real estate...
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There’s one asset that I’ve personally seen cause people to lose hundreds of thousands of dollars. I’ve seen this asset ruin families and affect them for generations to come. The tragedy of this asset is that you can’t sell it or get rid of it. It’s a risky asset that you have no other option...
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Over the weekend a friend of mine asked me about the impending “Fiscal Cliff”. For those who fancy themselves news hermits, at the end of the year the US will be up against a budget deadline that was set in the Summer of 2011 Debt Ceiling Crisis. In short, if Congress doesn’t do anything it...
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The year 2011 brought the first wave of Baby Boomers turning 65. Every single day in America there are 10,000 people turning 65 and this will continue on for the next 18 years. Let’s review what a typical 65-year-old Baby Boomer has experienced the past decade or so. In the late nineties, a typical Baby...
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An annual delight of mine is reading Warren Buffett’s annual letter to shareholders. Buffett has very much influenced me as a financial advisor and how I manage investments. In this year’s letter he writes, “Investing is often described as the process of laying out money now in the expectation of receiving more money in the...
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I’m being tongue in cheek, but speaking literally of gold and all the gold hype. Before 2000 for about twenty years gold was hardly spoken of in the media as an investment of any interest. Let’s look at some history: From the period of 1934-1971 gold was set at a fixed rate of $35.00 =...
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Five years ago (Spring 2007), if you had told me that the 10-year US Treasury Rate would have been 1.39% (as it was briefly last week), I would have asked how big the meteor was that hit the earth. On the one hand, very low interest rates are a good thing because it presents low...
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In full disclosure, I am a financial advisor and for objectivity’s sake I’m going to pretend for a moment that I’m terminally ill and this is the advice that I’m giving to my existing clients on choosing someone other than me. First of all, I think that you have to decipher fees versus costs. Yes,...
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