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CPAMoney: December 2005
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Thursday, December 22, 2005. Out with the old, in with the new. It's time to consider 2006 and what you're going to do differently. Here are my suggested resolutions for investors who want to be on the road to growing and preserving wealth. Find a coach who is truly on your side. Would you do brain surgery on yourself? Have a professional wealth management advisor working for you to plan the road to wealth. Invest for total returns. Update your will and ensure you have adequate insurance. Tuesday, Decemb...
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CPAMoney: September 2005
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Wednesday, September 28, 2005. Hedge Funds - We're Off to See the Wizard! A recent WSJ article ("Race to Rate Hedge Funds Begins in Heavy Fog," September 28, 2005; Page C1) set me off on my regular rage against hedge funds. The article's author, Scott Patterson, was just reporting the news, but the whole subject gets me going. So, here's my rant, set to quotes from the Wizard of Oz. Now you go feed those hogs before they worry themselves into anemia! Professor Marvel never guesses. He knows! Well, they'r...
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CPAMoney: October 2005
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Monday, October 31, 2005. Roth 401(k) Plans - The Next Big Thing. Prediction time (something I rarely do). Roth 401(k) plans will take off in 2006. They may be a little slow getting out of the gate since a lot of folks are just learning about them and the IRS hasn't provided a ton of guidance. But, I predict Roth 401(k)s will become more popular than traditional 401(k)s. Why? For more information on Roth 401(k)s read the article by PensionOne Advisors ( http:/ www.pensionone.com. The heat is on. More...
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CPAMoney: August 2005
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Wednesday, August 31, 2005. Worried About Long-Term Low Returns? Watching the events of the day, too many investors worry about the long-term impact of short-term events. Has the market experienced long periods of low or negative returns? Let's check the data. What's to be learned? If we expect the future looks a lot like the past (wars, recessions, prosperity, technological change, social upheaval, etc.), then I expect a similar dispersion of future returns. But, hey, that's just my guess. Financial and...
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CPAMoney: March 2006
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Thursday, March 02, 2006. Why Brokers Load Up on Large Cap Stocks. Large cap growth companies are mostly household names Microsoft, Merck, Walmart, Abbott Labs, Citicorp, etc. Clients feel comfortable investing in companies they recognize. There’s a feeling of (false? Many large cap growth stocks are sexy, trendy, and have a youthful appeal. Google, Apple, and Verizon are a lot more exciting than some old, worn-out restaurant chain in the Midwest. Investors assume that everyone else is in the same boat&#...
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Fleming Associates - Protecting Professionals & Their Families Since 1962
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Blue Shield of California. Thomas, Wirig, Doll and Company. 3000 Citrus Circle, Suite 104 - Walnut Creek, CA 94598-2680 - (925) 891-3000 - (925) 891-3008 FAX. James L. Fleming, CLU 0684958 : James P. Fleming, CLU 0683519. Thomas M. Fleming 0A46837 : Fleming Associates Insurance Agency, Inc. 0537597. Site Desgined By: 3EP Web Solutions.
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CPAMoney: January 2006
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Monday, January 16, 2006. Warning: Coming Soon to Brokerage Statements. Some investors may be surprised to see the following disclaimers on their brokerage statements: "Your account is a brokerage account and not an advisory account" and. Our interests may not always be the same as yours.". Just ask for a copy of the advisor's Form ADV. If you get a blank look you'll know you're not speaking to an investment advisor. Addendumum (1/30/06) (See WSJ, January 28, 2006; Page B1):. Broker-dealers and advisers ...
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