Category Archives: Financial Tips

Disruptive Technologies May Change the Way We Travel

After a recent trip to New York City, a story in the New York Times caught my eye titled “Businesses Turn to Airbnb.” Airbnb, which lets travelers rent space for short periods, has set up a portal to attract business travelers … Continue reading

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The Retiree’s Conundrum

Most retirees have investment goals of protecting their nest egg, but many also have income needs from their portfolios. Everyone is aware that stock indexes are at record high levels and interest rates are near historical lows. The safest investments … Continue reading

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How Possible U.S. Oil Exports Benefit Investors

In a ruling last week, the Obama administration opened the door a crack for U.S. producers to export oil after a nearly 40 year ban. This ruling apparently applies to condensate, which is a very light form of oil, and … Continue reading

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It’s Never Too Late To Be Wise While Investing

A couple of news stories caught my eye this week. One was in Tuesday’s The Wall Street Journal titled “Hedge Fund World’s One-Man Wealth Machine.” The article, by Rob Copeland , tells the story of hedge fund manager, David Abrams, who runs Abrams Capital … Continue reading

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When Life Gives You Lemons

This past Sunday was a very hot day here in Dallas, so what better time to have a refreshing cold drink. Fortunately, my next door neighbor gave me the scoop on some great lemonade stands being set up in multiple … Continue reading

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Beware – Predatory Trading Practices

“Multiply it by infinity, and take it to the depth of forever, and you will still have barely a glimpse of what I am talking about.”— Joe Black in Meet Joe Black After watching some great basketball Sunday afternoon, I … Continue reading

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Mini Primer on Exchange-Traded Funds (ETFs)

Today many investment advisors and individual investors use ETFs or exchange-traded funds rather than, or in addition to, individual stocks and bonds or mutual funds. Today about 25% of all equity dollar volume is accounted for by trading in ETFs.  … Continue reading

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Lift Yourself Up Financially

“I could lift you up. I could show you what you wanna see. And take you where you wanna be.” Capital Cities – Safe and Sound Investors might not be feeling quite as safe sound after the way the stock market started 2014 … Continue reading

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2013 Markets & What’s in Store for 2014

2013 was a great year for U.S. stock markets and most stock investors. The Dow Jones Industrial Average ended the year with a 26.5% gain closing 2013 at 16,576.66. The S&P 500 index was up over 29% for the biggest gain … Continue reading

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Tale of Two Cities – Detroit & Dallas

By now, most have probably seen the headlines that a federal judge Steven Rhodes has ruled to allow the city of Detroit to proceed with a bankruptcy filing. The ruling will be appealed, but it promises to have a big … Continue reading

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