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IN THIS ISSUE: 1. How Debt & Denial are Changing Retirement Lifestyles 2. Three Investing Misconceptions Among Many Retirees 3. How Much Do I Need to Save For a Secure Retirement? 4. WEBINAR With YCG Investments Tomorrow 3:00PM Eastern Time Overview As long-time readers know, one of my continuing...
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IN THIS ISSUE: 1. My 40-Year Career in Commodities & Investments 2. My First Major Conclusion – “Buy-And-Hold” is Not the Answer 3. Avoiding Big Losses – That’s What It’s Really All About 4. Niemann Capital Management’s Risk Managed Program 5. Wellesley Investment...
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IN THIS ISSUE: 1. WSJ: “Markets and Memory Banks” 2. Bonds – A “Fire Sale” Sooner Or Later 3. You Need to Protect Yourself From the Bond Bear Overview The Halberts are out of town celebrating our son’s graduation from college on the sunny beaches of southern Florida...
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IN THIS ISSUE: 1. United Nations Global Taxes – Will Obama Consent? 2. Latest United Nations Push For Global Taxation 3. The UN is the Last Place We Should Give Money 4. United Nations Wants Control of the Internet 5. Conclusions – We Have A Choice United Nations Global Taxes – Will...
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IN THIS ISSUE: 1. Trade as I Say, Not as I Do 2. What is Insider Trading? 3. A Penny for Your Thoughts 4. Congress to the Rescue? 5. Congress and the 1% Introduction I hope you enjoyed the holidays and are ready for the prospects of another year. In the investment business, the start of a new year is...
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Introduction Given the hectic New Year’s weekend at the Halbert home, there was little time for reading or working on today’s E-Letter. If I counted correctly, we had 24 for dinner on New Year’s Eve and even more for the fireworks show that followed. Every bed and several sofas in both...
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I must admit that I have never been as far behind in getting ready for Christmas and the holidays as I have been this year. Two business projects that we didn’t expect earlier this year dropped into our laps and have kept all of us extremely busy over the last two months, and even more so with...
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IN THIS ISSUE: 1. The Retirement Income Dilemma 2. Convertible Bonds as an Income Option 3. The Wellesley Advantage 4. Learn More in Our Online Webinar 5. Merry Christmas! Introduction Every other year or so, we send a detailed survey to a sampling of our clients just to get a feel for their thinking...
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IN THIS ISSUE: 1. A Little-Known Asset Class 2. Why Convertible Bonds? 3. The Wellesley Advantage 4. Hear it Straight From the Advisor 5. Convertibles Are “On Sale” Introduction I think everyone reading this knows we are in one of the most treacherous and volatile stock market environments...
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IN THIS ISSUE: 1. The Debt “Super Committee” 2. No Bipartisan Agreement So Far 3. The Dreaded Debt “Sequester” 4. Will a Deal Get Done in Time? 5. Conclusions – What Do I Think? The Debt “Super Committee” On August 2, President Obama signed into law the Budget...
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IN THIS ISSUE: 1. European Debt Crisis Update 2. ECB Buys Bonds of Italy and Spain 3. Key German Vote on Rescue Package Just Ahead 4. Americans Ready to Clean House in Congress! 5. President Obama’s “Jobs” Speech on Thursday Editor’s Note : Record Wildfires in Central Texas You...
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IN THIS ISSUE: 1. Bernanke’s Speech at Jackson Hole 2. The Economy Continues to Disappoint 3. Has the CBO Become Irrelevant? 4. Welcome to Stagflation 5. Stock Market Mayhem! Introduction We touch on several bases in today’s letter. We begin with Fed Chairman Ben Bernanke’s key speech...
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IN THIS ISSUE: 1. Warren Buffett Says the Super Rich are “Coddled” 2. Breaking Down Buffett’s Numbers 3. What Buffett Didn’t Say 4. What is the “Fair Share” for the Rich? “Coddling” the Super Rich On August 14, Warren Buffett , arguably the world’s...
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IN THIS ISSUE: 1. Who’s in Worse Shape – America or Europe? 2. More Tricks Up Bernanke’s Sleeve? 3. Gold Investors Taking a Huge Risk 4. More on the S&P Downgrade of US Debt Who’s in Worse Shape – America or Europe? The US has received criticism from pundits around the world...
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IN THIS ISSUE: 1. Standard & Poor’s Downgrades US Debt Rating 2. What is “Sovereign Debt”? 3. Euro Zone Debt Crisis Getting Worse, Not Better 4. Northern Europe Defending the Euro 5. Spain & Italy – The Next to Go? 6. US & Global Stock Markets Collapse – Why...