Category Archives: Money Management

Ford Has A Better Idea

Classical Oldtimer

One of the great stories of this never-ending economic recovery is the story of Ford Motor Co.  To put this in some type of historical retrospective, Ford, unlike G (overnment) M, did not have to take any TARP money from … Continue reading

Posted in Money Management, Pontifications |

Circle Of Emotion

emotional-infographic

Some have said that investor psychology costs the average investor one to two percent per year in total return. (source:Wall Street Journal) This subject has been studied for years, and the objective of this piece is not to necessarily explain what … Continue reading

Posted in Money Management |

Refinancing Your Current Mortgage

house on packs of banknotes

What are you waiting for…?? With so much of today’s news focused on issues such as the faltering economy, mid term elections, the historic rescue of the Chilean miners, and historically low interest rates, one area that does not appear … Continue reading

Posted in Money Management, Pontifications |

Strategies and Stock Trading

Strategies and stock trading

Over the years, even though my entire career has been in financial services, it has not  absolved me from mistakes. Being human, I’ve made them, dealt with them, learned from them and moved on. I’d like to share one of … Continue reading

Posted in Money Management |

Planning: A Case Study On Personal Finance

Many times people pay too much attention to the small details and not nearly enough attention to the larger picture. This case study involves a married couple, two self-employed entrepreneurs who have built a fine life for themselves and their … Continue reading

Posted in Money Management |