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  • Uncertainty is Fertile Ground for Scam Artists

    Over the years, there are subjects that I repeat periodically in my weekly E-letters due to their importance. One such is the subject of investment scams and what investors can do to recognize and avoid them. Unfortunately, even though I and many other writers continue to warn investors about these scams, thousands of people lose millions of dollars each year to such schemes.

    In this week's E-Letter, I'm going to discuss how you can avoid being a victim of scam artists and others intent on separating you from your money. I'll also discuss a few "new" scams that have been more prevalent now that fixed income investments have such low returns and stock market risk is high.

    Even if you are confident that you won't be the victim of an investment fraud, it might be a good idea to forward this issue along to friends and relatives who may not be as experienced and may not know that if it sounds too good to be true, it probably is.

  • Teaching Your Kids to Save & Invest Wisely

    Italy was nice, but it's great to be back home. Because of my travel schedule, this week's E-Letter is a topic that we re-run periodically - how to teach your children to save and invest wisely.

    I consider it to be a duty and obligation of parents to teach their children about money, saving and investments. However, you'd be surprised to find that even many adult children of our clients have little or no financial knowledge. While it may be awkward to begin talking about saving and investing with your children when they are adults, it's not so bad if you begin sharing your knowledge with your children when they are young.

    This week's E-Letter will discuss ways to teach your children or grandchildren (or anyone) about saving and investing as well as ways to mentor your children financially even in their adult years. There's lots of good information in this issue, so I urge you to forward it to anyone you feel may benefit from it.

  • Bringing Financial Reform Closer to Home


    1.  The Concept of Personal Financial Reform

    2.  What No Reform Act Can Do for You

    3.  Conclusions