Financially Speaking Blog

Retirement-How Much Money is Enough?

September 12, 2012

As you can imagine after being in business for 30 years, I have attended lots of industry conferences.  After a while, I yearned for sessions where I could learn something new.  Several years ago, I attended a track of sessions which focused...

Sears Bucked from S&P

August 31, 2012

“Sears Holdings, a founding member of the Standard & Poor's 500-stock index, is getting booted from the venerable benchmark—and its own stock is to blame.  Once America's most iconic retailer, Sears will lose its place...

Only With Your Authority

August 28, 2012

Financial advisors who work for a financial company are paid in three different ways.  They are paid commissions on products they sell. They are paid fees on product held in your account or both.    The payment of commissions...

With Age Comes Wisdom

August 8, 2012

A few weeks ago I was sitting on the beach with my family, enjoying a few days away from the office.  Something about the sound of ocean waves and sand between my toes caused my thinking to become broader than usual.  I thought about the...

Leave It To Beaver

July 3, 2012

Sir John Templeton was a pioneer in global investing.  He started his first mutual fund in 1954 – many decades before foreign stocks and before investors were comfortable with the idea.  It would take forty years for Modern Portfolio...

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