Financially Speaking Podcast

We Never Let Go

March 30, 2012

A recent article in the Wall St. Journal shared the story of a stock mutual fund manager who maintains a buy-and-hold investment philosophy. Like him, every investment professional must adopt a philosophy for making investment decisions. The question...

The Mistake of a Lifetime

March 8, 2012

Human behavior is interesting.  Sometimes we get so anchored in our thinking that we miss the long-term big picture.  One of the best examples of this is our thinking about our financial decisions and age 65.  Conventional thinking is...

Wasting Away

February 17, 2012

Remember around 1980 when money market funds earned as much at 17% per year?  Compared to the paltry rates we see today, the interest rates of the late 70s and 80s seem fantastic.  We yearn for the chance to get higher rates on bank CDs and...

Many Ways To Slice The Pie

January 18, 2012

The fees charged by mutual funds and the commission to sell them matters.  It matters because the higher the fee, the lower your return; and the lower the return, the less wealth accumulation for investors.  Right now, there are over 26,000...

Separation of Church and Investment Advice

December 23, 2011

Recently my nephew asked me to review his rollover IRA statement and immediately I recognized the investment company.  A few months ago, an attorney had me review a file for possible litigation.  After over 50 cases of litigation or arbitration,...

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