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Fundamental Investment Truths

The Wall Street Journal  recently published a commentary by Morgan Housel, a columnist at The Motley Fool, titled “Sweet 16: Rules for Investors”. His basic premise was that with U. S. stocks near all time highs, it might be a good time to review some fundamental, and often overlooked, investment truths.  Over the next few […]

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Vehicle Demand is Booming, but is it Sustainable?

Over the last several years U. S. new vehicle sales have been gradually improving and, according to Reuters, November 2014 sales reached an annualized rate of 17.2 million, the best November since 2003.  This is in spite of a generally lackluster economy and concerns regarding consumer spending.  Not only was unit volume strong, but average […]

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Financial Folly

Recent news reports indicate that an increasing number of home-owners, who are refinancing their mortgages, are seeking to not only reduce their interest rate, but access additional cash, either to pay down high interest rate credit-card debt or engage in additional spending.  Some lenders are currently advertising loan options that would allow certain borrowers to […]

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Tony Robbins’ “All Weather” Portfolio May Sell Books but Concept is Flawed

Tony Robbins, a motivational speaker extraordinaire, is back at it again.  This time, Mr. Robbins has written a book titled “Money: Master the Game”.  In this book, Mr. Robbins makes the case that the markets are rigged in favor of the wealthy professional money managers and that the little guy can’t compete.  For the record, […]

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Shop Until You Drop!

The day after Thanksgiving is referred to affectionately as “Black Friday.”  This term is used by the retail industry to indicate when companies in the sector become profitable (an old accounting practice was to show losses in red and profits in black on the ledgers).  Imagine that – it takes almost until the end of […]

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Guaranteed Lifetime Income

This might be nearly everyone’s single most important financial objective.  But the historical sources or retirement security are under pressure, leaving you with more of the responsibility for your own long term financial security. The recently completed pension deal associated with the resolution of Detroit’s bankruptcy has shed a new light on the problem and […]

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