Tag Archives: financial adviser

  • Blog
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    The Waiting Is The Hardest Part

    Tom Petty's anthem for today's investors
    by Adam Taggart

    Thursday, October 5, 2017, 9:21 PM

    22

    The stock market is now 70% higher than it was as the previous bubble peak immediately preceding the 2008 Great Financial Crisis.

    Reflect for a moment how painful the crash from Sept 2008-March 2009 was. How much more painful will a crash from today's much dizzier heights be?

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  • Blog
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    Help With Your New Year’s Resolutions

    Invest in yourself this year
    by Adam Taggart

    Thursday, January 5, 2017, 1:09 AM

    4

    If you're one of the millions of folks here in the initial days of 2017 making resolutions for the new year, we'd like to lend support.

    In the years since we started this site, we've created a lot of programming and services that are targeted at the most popular goals people make resolutions for. These solutions have helped a large number of folks make real, constructive and positive change in their lives. Maybe they will for you, too.

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  • Blog
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    The Good News In All The Bad Data

    A rare convergence of confidence in future developments
    by Adam Taggart

    Friday, June 13, 2014, 5:14 AM

    10

    Today's financial markets make a mockery out of sanity and logic. The difference between what SHOULD happen and what IS happening is perhaps the greatest it has been in our investing lifetimes.

    If you're perplexed, flummoxed, frustrated, stymied, enraged, bored, irritated, insulted, discouraged — any or all of these — by the ever-higher blind grinding of asset prices over the past several years, despite so many structural reasons for concern, you have good reason to be.

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  • Podcast

    Bob Fitzwilson: 2012 is the “Most Difficult Year Ever” for End-of-Year Financial Planning

    Little time left to make big decisions
    by Adam Taggart

    Saturday, December 8, 2012, 5:27 AM

    38

    "This is probably the most difficult end-of-year planning I have ever seen in my career"

    ~ veteran investment adviser Bob Fitzwilson

    As the Fiscal Cliff looms ahead, as well as the implications of new legislation at both the Federal (e.g., "Obamacare") and state (e.g., California's Prop 30) levels, financial advisers are furiously working to calculate the impact these developments will have on their clients' net worth in 2013 and beyond.

    Add to that the ugly macroeconomic environment of spiraling sovereign debts and deficits, currency devaluation, and underfunded entitlement programs. At this point, the prudent assumptions to make are that taxes will go higher over time, the money printing machines will run at maximum speed, and when the system really begins to collapse under its own unsustainability the rules will be changed. Perhaps that means capital controls; perhaps it means new restrictions on large asset pools like pension and retirement funds; perhaps it means wealth taxation. At this point, no one knows for sure.

    No wonder this is such a difficult moment for end-of-year planning.

    So, what to do?

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  • Blog

    Answering Your Requests for a Recommended Financial Advisor

    Finally! A firm that is skeptical of the stock market
    by Adam Taggart

    Monday, September 26, 2011, 2:18 PM

    1

    One of the most frequent and urgently-voiced questions we receive from our readers is: “Can you recommend a financial advisor, ideally one aligned with the “Three Es” outlook of the Crash Course?”

    And with the turbulence in the market over the past year — most notably the huge price swings in the stock market and precious metals in the last two months alone — we’re seeing a notable increase in demand for these investment manager referrals.

    Which is why we spent the better part of this year performing due diligence on a number of advisors to find a firm we felt comfortable endorsing. I’m happy to report that we’ve finally selected one.

    Key criteria in our search were:

    • investment strategy
    • experience
    • quality of customer service
    • trust

    Here’s how Chris announced this in a post to our enrolled users earlier in the month:

     

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