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Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings, as reported in the WS Journal. U.S. stocks are expensive by historical standards and the market has been choppy since mid-September. Nervous? To figure out how much risk you’re exposed to, try looking at your portfolio from five different […]

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How to Shop Smartly Every Month – Most Items Have Seasons; Use Them to Your Advantage

How to Shop Smartly Every Month – Most Items Have Seasons; Use Them to Your Advantage

How to Shop Smartly Every Month – Most Items Have Seasons; Use Them to Your Advantage, as reported in the WS Journal. This will be the last edition of Best Buys, so rather than talk about what you should buy in February (accessories, fine jewelry, canned food and cameras), here are five shopping tips that […]

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Where to Exit the Market Herd

Where to Exit the Market Herd

Editor’s Note: This article appeared in early January, 2015.  The timing and statements still appear true as of today  – – the date of publication. Where to Exit the Market Herd – Simon Constable Suggests Three Contrarian Investment Plays, as reported in the WS Journal. Going with the crowd might have helped in high school, […]

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Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come, as reported in the WS Journal. Investors often try to profit by betting on short- and medium-term shifts in stocks and bonds. But the real money comes from anticipating long-term trends, the kinds of changes that take […]

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10 things investors won’t tell you

10 things investors won’t tell you

10 things investors won’t tell you, as reported in the WS Journal. 1. We have no idea what we’re doing… Over the last four decades, the 401(k) plan has replaced the pension as the main form of retirement plan. About 31% of workers had so-called defined contribution retirement plans in 2008, up from just 8% […]

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The 10 smartest cities in America

The 10 smartest cities in America

The 10 smartest cities in America, as reported in the WS Journal. The pursuit of higher education is more common in America today than in previous generations. According to the National Center for Education Statistics, roughly 41% of Americans aged 18 to 24 were enrolled in a two- or four-year degree-granting institution, far more than […]

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How to get the best price on your next car

How to get the best price on your next car

How to get the best price on your next car, as reported in the WS Journal. So, you’re getting ready to buy a new car and you’re wondering where to begin. The good news: You’ll find no shortage of information on the web as to pricing, negotiating strategies and even which dealership to choose. The […]

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10 things car dealers won’t tell you

10 things car dealers won’t tell you

10 things car dealers won’t tell you, as reported in the WS Journal. 1. Welcome to McDealer Americans are buying new vehicles again in a big way. While final numbers are still being tallied, 2014 sales are expected to reach at least 16.5 million units, rising to their highest level since 2006. December sales alone are […]

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Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market, as reported in the WS Journal. As 2015 gets under way, most on Wall Street expect the nearly six-year-old bull market for stocks to keep running. And the long-awaited bear market for bonds seems to be on hold. For mutual-fund investors, […]

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Restaurant outlook bleak for 2015: Some expert tips for keeping diners at the table

Restaurant outlook bleak for 2015: Some expert tips for keeping diners at the table

Editor’s Note:  this article brings to mind some of the many, many restaurants that have vanished over the years.  Some of my fav’s, in no particular order:  Ontra Cafeteria; Oskos; Ships; the Luau (at Crestview 4-7077 – what’s that you say?  Pre-area codes, and rotary phones dudes); Hamburger Hamlet; Chicken Delight:  and, of course, the Oscar Meyer […]

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What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil, as reported in the WS Journal. As we close the book on 2014, how should you tweak your portfolio for the year ahead? On the whole, the U.S. economy has been looking better of late. Financial experts […]

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Florida Governor Tells Residents Of Other States: ‘Move Here!’

Florida Governor Tells Residents Of Other States: ‘Move Here!’

TALLAHASSEE, Fla. (Reuters) – Florida Governor Rick Scott will kick off his second term on Tuesday with a blunt warning that he intends to poach people and jobs from other large states that have relatively higher taxes. “I have a message today to the people of New York, Illinois, California, Pennsylvania and others: Move to […]

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Home sales projected to increase as prices level

Home sales projected to increase as prices level

As reported in the OC Register, Home sales projected to increase as prices level. U.S. home sales will rise 9 percent in 2015 as home prices continue to level off, CoreLogic reported in a recent housing outlook. The Irvine-based housing data firm projected sales will reach 5.8 million transactions this year, up from 5.3 million […]

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Here are 15 economic surprises for 2015 Business leaders predict what we’ll be talking about this time next year.

Here are 15 economic surprises for 2015 Business leaders predict what we’ll be talking about this time next year.

As reported in the OC Register: Think back a year ago. Did anybody see consumers rewarded with cheap money and cheap gasoline – along with a healthy economy – nicely wrapped under the 2014 economic Christmas tree? It’s a good lesson that it’s one thing to predict economic trends – the high-probability business patterns we […]

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End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too, as reported in the WS Journal. Three years ago, I was asked to provide sensible advice on a variety of investing topics in a new column for The Wall Street Journal Sunday. We called it Investing Basics. Sometimes […]

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How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year, as reported in the WS Journal. Looking to improve your money management in 2015? Here are 31 rules for the financial road ahead. They’re excerpted from the “ Jonathan Clements Money Guide 2015,” which covers financial topics from retirement […]

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10 things grocery stores won’t tell you

10 things grocery stores won’t tell you

As reported in the news of the WS Journal. 1. We’re terrified of Costco and Walmart. The average American household makes 1.6 trips a week to the grocery store, and spends an average of $102.90 per week, according to the Food Marketing Institute, a food-retail industry group. With numbers like these, you’d expect that grocery […]

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10 things not to buy in 2015

10 things not to buy in 2015

10 things not to buy in 2015, as reported in the WS Journal. 1. Cable TV Though cable providers still have plenty of subscribers–roughly 101.7 million Americans, in 2014, according to research firm IBISWorld–those numbers are declining. The firm predicts that cable providers will lose a net of around one million subscribers for each of […]

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Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors

Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors

Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors, as reported in the WS Journal. Belmond , the operator of 35 luxury hotels around the world, is cleaning up its act. Led by Chief Executive John Scott, who joined in November 2012, Belmond (BEL) is trying to unlock the potential of its […]

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Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence -Two Investment Rules to Help Do That, as reported in the WS Journal. As we struggle with yet another bout of stock-market turbulence, keep two investment rules in mind: No. 1: Never trade based on a market forecast. No. 2: Design your portfolio so that short-term results don’t matter. With […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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