Will you Outlive your Portfolio?
Budgeting for Retirement is Easy, but it’s only a Budget One of the greatest fears retirees face is running out of money. For many, the thought of dying broke is more frightening than death itself. I am often reminded of... Read More →
2017 All-Weather Portfolio
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Date01 Apr 2017
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/CategoriesBear Market, Cash Flow, Dividends, ETFs, Investing, Palos Verdes, Peninsula People Articles, Risk, Volatility
According to City-Data.com, the most recent reported average household income in zip code 90274 was $188,000. 57% of the tax filers showed dividend income which would indicate stock ownership. For zip code 90275, the average household income was $117,000 with... Read More →
Will You Run Out of Money in Retirement?
Behind the façade of that beautiful multi-million dollar home on the Palos Verdes Peninsula the situation inside might not be so pretty. What I’m referring to is the financial health of the residents. During the past decade, if we extend... Read More →
Desperately Seeking Investment Income
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Date01 Apr 2012
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/CategoriesBonds, Cash Flow, Dividends, Investing, Peninsula People Articles, Stock Picks, Volatility
With no help from the Federal Reserve conservative investors are forced to look elsewhere for income – bonds and CDs can’t get the job done. It seems like an eternity since I last recommended bond purchases for my clients. Actually... Read More →
Growth Without the Restless Nights
In the summer of 2004 I wrote a series of articles for TheSteet.com, the financial Web site co-founded by CNBC’s Jim Cramer. I had grown increasingly worried about the poor lending practices at the time and the fact that it... Read More →
The Appeal of Utilities Stocks
When building a portfolio of dividend-paying blue-chips, there’s no better place to start than the utility sector. The group has historically paid the highest dividends, and that high cash flow appeals to more conservative investors and/or retirees who need income... Read More →