Posts tagged as:

personal finance

Super Bowl finances: Do you have a financial quarterback?

by Aaron Katsman on January 26, 2012

What does the Super Bowl have to do with your finances? Aside from spending a lot of money on food and drink to eat during the big game, it’s the need to have a good quarterback (QB).

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For investors who need some more income to meet their retirement goals, or who are looking to diversify the fixed-income part of their portfolios, it may be time to start thinking global.

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As more and more baby boomers hit retirement age, and with interest rates at record-low levels, the question is how retirees can generate the income they need to meet their expenses.

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Portfolio tips to help smooth out the market

by Aaron Katsman on December 29, 2011

If you are an investor, the best investment you could have made this year was to buy a few bottles of Rolaids. With all the stomach-churning volatility that has symbolized the stock market for 2011, the only relief has been some antacid.

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How to play retirement catch-up

by Aaron Katsman on December 8, 2011

After having worked so hard and having “followed the book” when it comes to saving for retirement, many pre-retirees have seen their investment portfolios (not to mention their real-estate holdings) drop significantly in recent years

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This move to ‘buy local’ has recently seen roots planted in the banking industry, believe it or not. Upset at rising fees, lack of personal service and fear over solvency, consumers in the U.S. have started opening accounts at local credit unions and community banks.

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As I have mentioned many times there is no such thing as ‘one size fits all’ investing. Even young investors need to define goals and needs and invest accordingly. That being said a portfolio that features both dividend producing stocks as well as a significant international exposure is a good approach.

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As life expectancy continues to increase, the burden of both financially and physically caring for aging parents is one of the most important and pressing issues for adult children that exists today

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Investors: Do You Make These Common Mistakes?

by Aaron Katsman on November 10, 2011

Many individual investors believe that when they read an article about a particular company, they now possess information that is not widely known.

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Today I would like to look at international stocks as an option. International stocks? For many investors just the words ‘international stocks’ raises a red flag.

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