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You Missed the Bottom on Term Insurance

Wednesday, September 23rd, 2009, by

Anyone who tells you that they have a reliable method for calling market tops–or bottoms–is either a fool or a knave. Mostly, its a comfort just to know that you called it reasonably close. The past ten or twelve years has witnessed the steady lowering of term insurance premiums…to the point that you always felt […]

Negative Inheritance

Friday, July 31st, 2009, by

Bet that got your attention…those are two words you hardly ever see linked together. Much has been written about the stupendous wealth transfer underway as the aging baby boomers prepare to pass their assets to the next generation. But there is a flip side to this sunny scenario. What will become of those who become […]

Ignorance is No Defense

Friday, April 10th, 2009, by

That’s what the judge tells you when sentence is passed. And so it goes for long term wealth management. Here’s an interesting mismatch to ponder: A survey sponsored by America’s Health Insurance Plans polled a thousand women ages 30-59 this past November. Sixty percent of the women polled said that the economy had had a […]

Truth in Labeling

Tuesday, March 3rd, 2009, by

Today we prove that bluejeansmillionaire.com is an equal opportunity forum, drawing on wisdom no matter how dubious the source. The author of this ingenious proposal is Texas State Senator Kirk Watson…from Austin (favorite local bumpersticker: “Keep Austin Weird”)…..an attorney….and a Democrat to boot. Despite this formidable pedigree, Watson has stumbled upon the truth and the […]

Bubble, Bubble Toil and Trouble

Wednesday, January 21st, 2009, by

Look for this headline caption to pop up on Craigslist any day now: For sale: Vacuum cleaner. Never used, Does not work I am indebted to James Stewart, for his SmartMoney column published July 24, 2008. Stewart is worth reading at any time, a habit all serious investors should cultivate. He is one of the […]

Resolutions for the New Year

Monday, December 15th, 2008, by

Everyone will be glad to put this dismal market behind us and start fresh in 2009. With just a few weeks left in the year, here is a menu of goals and actions you should start planning for to help you make up for lost ground. 1. Contact your human resources department now…there is often […]

Health First…Wealth to Follow

Thursday, December 11th, 2008, by

Two major trends will forever alter the healthcare landscape in our economy. You may ask why a resource like ours, dedicated to wealth management, often detours into the health care arena. For the simple reason that you most likely can’t have one without the other. Your financial well being is subject to relentless assault from […]

Who will Insure the Insurers?

Thursday, October 30th, 2008, by

Just when you thought your bag of worries was already full… Here are some reasons why it’s not a good idea to shout “fire” in a crowded theater. A few months back, Senator Schumer of New York warned that IndyMac Bank was in dire straits. In short order, we soon had a full fledged, Jimmy […]