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Tag Archives | baby boomer

Fed raising interest rates… so what?

While most of us will read the headlines about rising interest rates; many will just give it a cursory glance. With terrorism and ISIL attacks on the rise and massive layoffs in the oil and energy industries (and in retail too, Macy’s just announced massive job cuts, Trump gloats); the actions of our Federal Reserve Bank easily […]

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Black Friday Blues

Crazed crowds lined up before dawn to jam stores again this morning, with everyone vying to get their holiday hands on door buster deals. Some savvy shopping Santa wanna’-be’s, will literally camp out overnight outside store doors in hopes of being first inside. Like the two women in Florida who camped outside a Best Buy […]

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Secret Strategy to Beat the S&P 500 Index

Less than 20% of all professionally managed mutual funds and their esteemed money managers consistently beat the S&P 500 Index when managing your money. Not surprising then, very few individuals or local investment advisors perform any better. In fact according to Dalbar, for over twenty years most investors woefully lag the S&P 500 index or […]

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Married Boomer’s Just Got Robbed

At least five armed robberies occurred last weekend on the popular Katy Trail in Dallas, TX.And on Monday morning, many future retirees also got robbed.  Millions of Married Baby Boomers and generation x members just lost as much as $60,000 due to a big change in allowable Social Security filing strategies.  Hey, snooze you lose. As […]

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Back to The Future; for Your Retirement

It’s 10/21/15, the destination date Doc Brown set his Time Travel DeLorean in the famous hit Back To The Future (actually it was in the second movie sequel). Most baby boomers and generation x fondly recall the movie and its futuristic humor. not much about the real future that matches what the movie envisioned; but […]

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Fraud is Back and Growing

Specifically, mortgage fraud is back and growing.  This suspicion can be easily confirmed with mortgage application fraud rising with the sudden re-emergence of home-flipping and the “get-rich quick – find it, finance it, flip it” seminars, proliferating in the local Dallas and Ft. Worth areas. Tune into any of the local AM radio stations and […]

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