The Natovitz group recently presented a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients and Their Families Plan for Extended Care.” Two of our Associate Financial Planners, Sabina and Yusuf, joined a group of local professionals…
The government has now been “shut down” for 11 days and we face the further threat of a default if Congress fails to raise the U.S. debt limit within a week. While the former is painful, ever more so the longer it lasts, the latter would be truly…
It’s been hard to miss the impressive run up in stock prices over the past 12 months – the Dow Jones Industrial Average, for example, gained 22% in the year ended May 31 – and for some, that creates a conundrum. Writing in the New…
David Stockman, former Republican congressman and former budget director under Ronald Reagan, wrote an inflammatory op-ed piece in the New York Times a week ago Sunday (State-Wrecked: The Corruption of Capitalism in America) in which he declared “this latest Wall Street bubble, inflated by an egregious flood…
There has been no negotiation reached on how to deal with the nation’s borrowing limit and the deadline for mandatory spending cuts has been extended for two months. However, a significant amount of what relates to individual taxpayers has been addressed in the American Taxpayer…
The arrival of another presidential election year brings a fresh crop of articles asking (and answering, sort of) the question: which party is better for the economy and the stock market? Our own take is pretty straightforward: with respect to the presidency, there have only…
Storied bond investor Bill Gross was recently and widely-quoted saying that “the cult of equities is dying”; the latest salvo in PIMCO’s “New Normal” campaign. We continue to find the arguments for a “New Normal” less than compelling on several counts, not least that there is…
We thought we’d check in once again on this cold December Friday with another edition of the Live Big® Digest to help keep you warm. As you will not fail to have noticed, markets have continued to seesaw in recent weeks with every whiff of good…