Baby Boomers – Stock Market Terms Redefined

Sometimes we need to lighten up, especially with all this gloom and doom around. A friend sent me this list of stock market terms with new definitions. I’m suggesting they should be stuck on your fridge alongside the other items I have suggested. Here they are -enjoy. We’ll get back to the serious stuff tomorrow. […]

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Financial Trend Forecaster Newsletter – A must read

Today I got my copy of the FREE Monthly Financial Trend Forecaster Newsletter. I have mentioned this newsletter before and believe it is well worth subscribing to e-Trends. The site itself has some great articles and charts on it that show what is happening to the NYSE, NASDAQ and Inflation/deflation. The chart of the Rate […]

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Baby Boomer’s Letter to Their Financial Planner August 2007

I thought I might publish my initial letter to my financial planner so you can see why I decided to remove my money from my WRAP Account and put it in cash. I gave my retirement nest egg money to my financial planner in November 2006. By about May of 2007 I was getting concerned […]

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Report on Visit to Rose Hill Retirement Expo

The Expo was well attended but many Baby Boomers were there to see the Winnebago campervans and visit the retirement village stands. I attended all the Financial Seminars which were not well attended at all. The seminars ran all day. Here is a quick run-down of the ones I liked the best along with some […]

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Mutual Fund Managers don’t invest in their own Mutual Funds

Its official! Most mutual fund managers do not have the confidence to invest their own money in the mutual funds they manage. Are you surprised? I’m not. I have always maintained many of them use your money to find market bottoms, pump and dump stocks just before bonus time and in general use the fund […]

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Baby Boomers are NOT Investors but Capital Preservationists

The more I read about the need to have investments in the stock market in retirement regardless of the market volatility the more I realise this is fund managers trying to get your money just to gamble. You need to remember they get paid on the size of the funds under management NOT the returns […]

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Keep Your Friends Close but Your Financial Adviser Closer

I was doing some research today for some future posts and came across an article that talked about the subprime mortgage crisis. It was talking about the fact that mortgages do not necessarily want to walk away from their mortgage. They just can’t find out who to talk to about it. Due to the subprime […]

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Baby Boomers – How to select a Good Financial Advisor?

How does a Baby Boomer find a good financial planner? This is an important question and should not be taken lightly because you may have a relationship with them for 30 years or more. So you need to do your due diligence on anyone you select. There are plenty of Internet articles on selecting a […]

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