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Archive for May, 2008

Options for the Bold

Friday, May 30th, 2008, by

Well, now we know why the very rich are so very rich. They move with very bold and deft strokes. Famed corporate raider Carl Icahn is in the news again (Wall Street Journal, 5/16/08, page C3) as he prepares to wage a proxy fight with Yahoo, after they bungled their opportunity to be acquired by […]

The Death of the McMansion

Thursday, May 29th, 2008, by

I sense that there has been a recent seismic shift in the way we look at housing. There is hard data from the general slump in residential real estate, and a great deal of anecdotal confirmation. Optimists felt that the high-end market would be immune from the problems plaguing entry level housing. Once the pipeline […]

Asia Rising

Wednesday, May 28th, 2008, by

After scanning year-to-date market averages, some major trends have become evident. Despite the Dollar rallying somewhat from it’s sickening slide, foreign markets continue to best our domestic markets. Emerging markets continue to lead foreign developed markets. And Asian markets continue to outperform European markets. I’m now over the halfway mark with Paul Kennedy’s epic The […]

Long Term Care-ful

Tuesday, May 27th, 2008, by

There are some issues in wealth management that transcend anything contemplated by either the planner or the client.How else to explain the professionals who earn in the mid to high six figures annually, and never get around to drafting their will? Or who somehow never find the time for their insurance physical…and who leave their […]

Roll Over Beethoven

Friday, May 23rd, 2008, by

Blue Jeans Millionaire welcomes Amanda, Richard’s younger daughter, as our newest contributor. Ok, if the oldies reference isn’t an indication that I am my father’s daughter, I don’t know what is… First, a brief overview: after graduating college in 2004, I have had three different jobs in three different states. All voluntary moves, fortunately. I […]

Health Spending Strategies III: Making the Most of the HSA

Thursday, May 22nd, 2008, by

How do you tackle a behemoth that consumes nearly 1/6 of our GNP? One bite at a time. Our slothful health-care market gorged on easy pickings, once they separated the consumer from the bargaining table, relying on third party reimbursement. Choose the Right Insurer You first want to make sure that you are part of […]

Health Spending Strategies II: The HSA Explained

Wednesday, May 21st, 2008, by

As promised, the nitty-gritty on working your new Health Savings Account. First, we must understand that the qualifying event to open this account is having HSA compatible Health Insurance. The rules are straightforward: Your policy must have a large enough deductible to qualify as a consumer-driven health plan. Most providers have a section on their […]

Health Spending Strategies I: Introducing the HSA

Tuesday, May 20th, 2008, by

We recently took a swipe at college funding strategies. Now we will chip away at the mother of all out of control markets: Health care. There is no more contentious domestic issue, setting aside the surreal indifference to overall entitlement spending in general. The only way to rationalize the yawning gap between problem and solution […]