Your Survival Guy wants you to think about your retirement life. Recently, in a conversation with a client, he told me his older brother, who’s 65 years old, is invested like a 25-year-old. “65 may be the new 55,” I said, “But it’s not 25.” This, I’m afraid, is the new normal. Investors are not […]
Caution: Main Street Investors Holding the Bag
As Your Survival Guy wrote to you about bitcoin, you need to follow the money. When you see companies like BlackRock offering ETFs in bitcoin through their iShares platform, don’t think it’s about their faith and belief in bitcoin. It’s not. It’s about their faith and belief, just like with ESG funds, in their ability […]
Get Rich Quick? Fixed-Rate Deferred Annuities
You may have heard about fixed-rate deferred annuities. Don’t think they’re a “get rich quick” investment unless, of course, you’re the one selling it to investors. Insurance companies are raking in the fees, laughing their way to the bank. The fees range from 1%-2%, with sky-high surrender fees should you need access to your money […]
Boom or Bust: “What Do You Think of Bitcoin?
If you’ve been breathing, then you’ve heard about bitcoin. Your Survival Guy is asked all the time, “What do you think of bitcoin?” Years ago, I was getting my hair cut and was asked about it. I said, “I don’t like it. I don’t see the value. I like the distributed ledger or blockchain technology, […]
Are You Guided by the Prudent Man?
In the September 2015 issue of Richard C. Young’s Intelligence Report, Dick Young wrote: The Prudent Man Rule is based on common law stemming from the 1830 Massachusetts court formulation Harvard College v. Amory. The Prudent Man Rule directs trustees “to observe how men of prudence, discretion and intelligence manage their own affairs, not in […]
“In Seconds I Have the Lay of the Land”
You read here yesterday about a couple of Your Survival Guy’s conversations through the years with Dick Young. Recently, over Thanksgiving in Key West, we had plenty more to talk about, especially his favorite investment tool, the yield curve. “Survival Guy,” he said. “There’s a reason the yield curve is my favorite investment tool. In […]
“Walking Back to the House from 5 Brothers”
Walking back to the house from 5 Brothers, Cuban coffees in hand, it was hard to believe how well stocks were doing. “Remember, Survival Guy,” Dick said, “Study the historical performance of a balanced fund like Wellington and understand the value of counterbalancing.” That was back in 2007 when a certain candidate was running on […]
“Survival Guy, JB was Over the House Saturday”
Your Survival Guy was speaking with a long-time client yesterday, a relationship I’ve had for 15 years. When you consider all the years he read Richard C. Young’s Intelligence Report, it’s a relationship that’s spanned decades. It’s because of my relationship with him that he’s referred me to his friends, family, and work associates who […]
Even if You Don’t Golf: Part 1
Even if you don’t golf, you’ll love this profile by long-time Boston Globe sports columnist Kevin Paul Dupont. For as long as I can remember, Dupont has covered the Bruins mixed in with wonderful stories related to sports and life. If you visit Your Survival Guy in Newport, RI, from the north and take Rte. […]
December RAGE Gauge: Boom! Small Business Outlook Jumps
Wow, isn’t it amazing what a difference one month makes? Now that voters have spoken and said, “Yes, it’s the economy, stupid!” America’s small business owners are fired up. Look at how optimism jumped when Donald Trump was elected in my chart below. The most recent uptick was tied for the sixth largest in history, […]
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