11th March 2011
Are today’s headlines distracting to investment decisions and insignificant to long-term investment results? Looking back on headlines of old, it seems to be true. For example, remember Y2K? How about the hyperinflation of the late 1970s/early 1980s? The ...
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20th January 2011
What was great about 2010 is that it was not 2009. According to the Chinese calendar, 2010 was the year of the tiger. Statistically, at least in my book, 2010 should be titled The Year of the Scaredy-Cat. No great tiger in the stats, unless you look at ho...
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13th January 2011
“Listening to the media I hear that the economy is doomed, the Federal Reserve has lost its influence and deflation will be the result, but printing money will cause inflation, all of it will cause devaluation of the dollar, the government is out of contr...
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24th November 2010
Having lived through the recent U.S. and global economic crisis that is closely tied to the housing, subprime and derivatives markets, many investors are reassessing “risk." Recently the diversified portfolio managers at FIM Group presented a webinar titl...
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21st October 2010
When we explain the financial planning process with our clients, one of the most frequent questions asked by clients nearing retirement age is: Should I begin collecting Social Security benefits at age 62?There is no right time to begin collecting Social ...
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27th August 2010
With 2010 more than halfway behind us, it is a good time to consider the potential for tax-planning opportunities regarding wealth management. Unfortunately, in addition to opportunities, there are a number of uncertainties and changes that will impact ma...
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14th May 2010
One thing that has sustained successful companies over time is a well-developed moral compass. A company that loses its moral foresight will eventually fail as it causes pain to its employees, society, communities, and, of course, its shareholders. Few pu...
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