Archive | September, 2014

SECULAR STAGNATION: 3 OUT OF 4 AMERICANS BELIEVE THE NEXT GENERATION WILL BE WORSE OFF THAN THIS ONE

29 Sep

Articles, Op-eds, and the term “Secular Stagnation,” continue to be reoccurring themes of conversation these days. Let’s start with the basics. Secular stagnation is a situation in a rich country where economic growth has ground to a halt, or remains at the very low level, due to chronic underinvestment in future potential. The lack of [...]

THREE’S A CHARM: A perfect world for the future retiree

22 Sep

More and more of my clients are coming to me before retirement to come up with a liquidation strategy. They don’t want to take anything out of their tax-free or tax-deferred account – and that is a HUGE mistake! They aren’t using what the government is giving them. They aren’t using their personal exemptions and [...]

REALITY CHECK: The Stock Market and Economic Fundamentals on a Collision Course

15 Sep

If you tune into TV, the radio or are reading the business section of the newspaper, you would immediately believe that economic recovery is gaining strength and stock market indexes are at all-time highs and will continue to grow. Insert car crash sound effect here. Put the Kool-Aid down, turn the “happy” off, and listen [...]