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Mike Lipper's Blog

Monday Morning Musings from A. Michael Lipper, the author of <i>MONEY WISE: How to Create, Grow and Preserve Your Wealth</i>

http://mikelipper.blogspot.com/

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Mike Lipper's Blog | mikelipper.blogspot.com Reviews
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Monday Morning Musings from A. Michael Lipper, the author of &lt;i&gt;MONEY WISE: How to Create, Grow and Preserve Your Wealth&lt;/i&gt;
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1 mike lipper's blog
2 introduction
3 critical time
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5 short term/operational portfolio
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Mike Lipper's Blog | mikelipper.blogspot.com Reviews

https://mikelipper.blogspot.com

Monday Morning Musings from A. Michael Lipper, the author of &lt;i&gt;MONEY WISE: How to Create, Grow and Preserve Your Wealth&lt;/i&gt;

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1

Mike Lipper's Blog: January 2015

http://mikelipper.blogspot.com/2015_01_01_archive.html

Monday Morning Musings from A. Michael Lipper, the author of MONEY WISE: How to Create, Grow and Preserve Your Wealth. Sunday, January 25, 2015. The Dangerous Law of Small Numbers. Plus or minus 20% for 2015. What is behind such a bold statement? The answer is “the Law of Small Numbers.”. While I acknowledge I do have a well-honed contrarian streak, the current year may well be one of surprises not built into the small number estimates. On the upside various US consumer sentiment surveys are showing ...

2

Mike Lipper's Blog: February 2015

http://mikelipper.blogspot.com/2015_02_01_archive.html

Monday Morning Musings from A. Michael Lipper, the author of MONEY WISE: How to Create, Grow and Preserve Your Wealth. Sunday, February 22, 2015. Investment Strategy and Tactics. Developing the best strategy and tactics for our clients’ investments is never far from my mind. Thus, Saturday night at the annual birthday dinner for George Washington at Mount Vernon,. This was the second time in the last couple of years Mr. Rubenstein spoke at this dinner. 2) The political drive to create the US Constitution...

3

Mike Lipper's Blog: March 2015

http://mikelipper.blogspot.com/2015_03_01_archive.html

Monday Morning Musings from A. Michael Lipper, the author of MONEY WISE: How to Create, Grow and Preserve Your Wealth. Sunday, March 29, 2015. Selling, Risk, and Liquidity. 8220;Drive for show, but putt for dough” is an old expression on how to win at golf. The vast majority of investment advice is about buying securities that are expected to go up in price. However, the terminal value of investing is the final conversion of paper wealth to spendable cash. Managers addresses their task, such as:. Since o...

4

Mike Lipper's Blog: Flat Earth Wrong Again

http://mikelipper.blogspot.com/2015/08/flat-earth-wrong-again.html

Monday Morning Musings from A. Michael Lipper, the author of MONEY WISE: How to Create, Grow and Preserve Your Wealth. Sunday, August 2, 2015. Flat Earth Wrong Again. One of the jobs for the long-term strategic investor in companies, securities, and people is to examine daily inputs of change to discern what could change and what are the odds on that change would occur. Lots of Great Sales, Few Great Buys. A few, well chosen long shots become logical small bets. Commodities will likely be such a bet ...

5

Mike Lipper's Blog: Two Reversible Negatives

http://mikelipper.blogspot.com/2015/07/two-reversible-negatives.html

Monday Morning Musings from A. Michael Lipper, the author of MONEY WISE: How to Create, Grow and Preserve Your Wealth. Sunday, July 26, 2015. For some time I have been worried about a market top in stocks. In a classic sense, a major decline is less likely today for structural reasons than I had previously thought. Two obstacles to higher stock prices are Politicians and Commodities. These drawbacks are reversible, but could cause the “once in a generation fall” of my fears. The Enemy = Politicians.

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emergingmanagernetwork.wordpress.com emergingmanagernetwork.wordpress.com

Emerging Manager Network Blog | by Lillian C Jones | Page 2

https://emergingmanagernetwork.wordpress.com/page/2

Emerging Manager Network Blog. By Lillian C Jones. Newer posts →. Financial Advice, Education or Defaults? June 27, 2012. This article by Jill Cornfield, http:/ www.planadviser.com. Raises some points to consider. June 20, 2012 — Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice according to a new study. The authors of the study What is the Impact of Financial Advisors on Retirement Portfolio Choices and Outcomes?

emergingmanagernetwork.wordpress.com emergingmanagernetwork.wordpress.com

June | 2012 | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/06

Emerging Manager Network Blog. By Lillian C Jones. Monthly Archives: June 2012. Financial Advice, Education or Defaults? June 27, 2012. This article by Jill Cornfield, http:/ www.planadviser.com. Raises some points to consider. June 20, 2012 — Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice according to a new study. The authors … Continue reading →. Who Needs Long Term Care Insurance? June 22, 2012. June 12, 2012.

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The Taxes Are Coming, The Taxes Are Coming | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/07/05/the-taxes-are-coming-the-taxes-are-coming

Emerging Manager Network Blog. By Lillian C Jones. Financial Advice, Education or Defaults? Connecting the JP Morgan Chase Dots: Greed, Arrogance, and Brokers →. The Taxes Are Coming, The Taxes Are Coming. July 5, 2012. Congress Needs to Act or the Market Will Crash At The End of 2012. Taxable investors will have every reason to dump stocks by the end of the year unless Congress takes action. People in the lowest two rate brackets of 10% and 15% currently pay 0% on long-term gains and dividends. Star...

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Jano Lietac's den

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Understanding the TED spread. Invert, Always Invert. How Fair Value and Target Price Differ. How Morningstar Values Stocks. Why You Need a Margin of Safety. Digging an Economic Moat. S&P 500 P/E Ratio. Keep More of Your Profits at Tax Time. The Motley Fool Guide to Doing Your Taxes. 13 Steps to Investing Foolishly. Buffett's Value Formula (? The application of psychology to finance and the home of an investing skeptic. Some interesting articles and quotes. From The Archives - Warren Buffett- In 1974.

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CALPERS AND COMMODITIES | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/08/09/calpers-and-commodities

Emerging Manager Network Blog. By Lillian C Jones. Election Year Politics and Retirement Issues →. August 9, 2012. Indexing with an actively managed overlay recommended by banks and investment consultants has proven to be a losing strategy for CALPERS since inception in 2007. John Kemp is a Reuters market analyst who has written a great piece about the issue. I have attached it here as it is worth the read. Only the fund’s investment in forestland proved more disappointing. Overall, the fund squeezed out...

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April | 2012 | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/04

Emerging Manager Network Blog. By Lillian C Jones. Monthly Archives: April 2012. What’s the Definition of Insanity? April 23, 2012. Two separate studies were done by Charles Schwab and Co. regarding defined contribution/401k plans. One study was to get the plan sponsor view and the other was to get the participant view. Plan Sponsor View: 90% of executives think 401k … Continue reading →. Historic and Abnormally Low Interest Rates Are Killing Pensions. April 16, 2012. The Eurozone: Is The Crisis Over?

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March | 2012 | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/03

Emerging Manager Network Blog. By Lillian C Jones. Monthly Archives: March 2012. Consulting is a Loss Leader for the Large Consulting Firms. March 27, 2012. By Lillian Jones The consulting firms I grew up with are all gone. They’ve been merged, acquired, swallowed up by other firms and are still being digested. It takes a minute to sign a contract and years to integrate … Continue reading →. Iran: A Growing Threat. March 12, 2012. Join 29 other followers. Emerging Manager Network Blog. Mike’s uniqu...

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Connecting the JP Morgan Chase Dots: Greed, Arrogance, and Brokers | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2012/07/10/connecting-the-jp-morgan-chase-dots-greed-arrogance-and-brokers

Emerging Manager Network Blog. By Lillian C Jones. The Taxes Are Coming, The Taxes Are Coming. Something Every Plan Sponsor/Trustee Should Know →. Connecting the JP Morgan Chase Dots: Greed, Arrogance, and Brokers. July 10, 2012. Jamie Dimon, when he testified before Congress a few weeks back, listed the positives and negatives of large banks. He described the downside to large institutions as:. Lack of Attention to Detail. The benefits, he stated, were:. This entry was posted in Uncategorized. Something...

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Emerging Managers Get Redefined In Chicago | Emerging Manager Network Blog

https://emergingmanagernetwork.wordpress.com/2013/05/21/emerging-managers-get-redefined-in-chicago

Emerging Manager Network Blog. By Lillian C Jones. Election Year Politics and Retirement Issues. Emerging Managers Get Redefined In Chicago. May 21, 2013. By Lillian C. Jones March 18, 2013. She said they are going more and more to cash. The writing is on the wall and it spells bankruptcy for the City of Chicago. Ariel with $6 billion in assets wants to participate in emerging manager searches? This entry was posted in Uncategorized. Election Year Politics and Retirement Issues. May 23, 2013 at 10:38 pm.

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