Author Archives: sanserve
Who Created The Financial Crisis And Why
“The Big Takeover” by Matt Taibbi is probably the best article written to date explaining the financial crisis and how we got to where we are now. Taibbi’s necessarily lengthy article explains the problems, names the “poipetrators”, and exposes all … Continue reading
Filling The Investment Education Void With Web Workshops
Now more than ever, you can appreciate the need for comprehensive investment education. All of a sudden, fifty percent of your nest egg has disappeared— and the bad news? There never was a plan for income generation. Ouch! Dwelling on … Continue reading
Global Investors’ Bill Of Rights May Prevent Economic Deja Vu
The purpose of IBOR is to protect financial markets and to create self-sufficient investors who produce economic growth instead of government deficits. IBOR standards create transparent financial markets, regulate speculation, and protect retirement portfolios. Here’s a Summary: Section One: Product … Continue reading
The President’s $10,000,000,000,000 Economic Stimulus Package
For homeowners: Cut the interest rate on all mortgage loans by 50 basis points and extend the payment schedule by three to five years. Convert all variable rate loans to fixed, at prevailing rates, and extend the payment schedule by … Continue reading
Investment Performance Expectations: WCM Fine Tuning
Contrary to popular belief and Wall Street propaganda, investing is not a competitive event. Rather, it is a uniquely personal, goal-directed activity that individuals must organize and control for themselves. Too few appreciate that it is a long-term enterprise and … Continue reading
IGVSI Performance Expectations – WCM Portfolios
No investor should ever be surprised by the changes in market value that appear on his or her monthly brokerage account statements. In general, media noise throughout the month should lead to a feel for what has been going on … Continue reading
Investment Management – Put More Smart Cash In Your Future
The stock market is a dynamic place where investors can consistently make reasonable returns on their capital if they comply with the basic principles of the endeavor and if they don’t measure their progress too frequently against irrelevant indices. The … Continue reading
Investment Management – Put More Smart Cash In Your Future
The stock market is a dynamic place where investors can consistently make reasonable returns on their capital if they comply with the basic principles of the endeavor and if they don’t measure their progress too frequently against irrelevant indices. The … Continue reading
Value Stock Investing – The November Syndrome On Drugs
Every fall, especially in opportunity rich markets like this, I encourage investors to think about some year-end strategies that make the final calendar quarter a special time in all markets. Several forces are at work, all of which have links … Continue reading
Making 401(k)s And IRAs More Like Pension Plans
Who’s confiscating your 401(k) and IRA? Dateline Raleigh, NC, November 6, 2008: Democratic leaders in the U.S. House of Representatives discuss confiscating our 401(k)s and IRAs, by Carolina Journal Online reporter Karen McMahan. This shocking pronouncement is certainly an attention … Continue reading