Alternative Investments

In July I attended a conference in Newport, Rhode Island for family wealth offices. (I used to consult to some family wealth offices in a previous incarnation, which is when I started attending.) I continue to go, since once in a while, investment ideas are introduced here before they begin to appear elsewhere. Many “alternative” […]

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Money Saving Tips

Resources and Links to Savings Opportunities The resources listed here have so many good tips that you could have difficulty implementing it all.  The key to using them is analyzing your own cash flow to see where money “leakages” are happening. Nobody has perfect savings habits, and sometimes circumstances change. So try focusing on the […]

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Second Quarter 2013 Markets Review

This month’s commentary discusses the following topics: Second Quarter Markets Review Portfolio Implications Off to an Investing Conference Second Quarter Markets Review The second quarter went well until June, when Federal Reserve Chairman Ben Bernanke began to introduce markets to the idea that quantitative easing would not go on forever (please see the June 2013 post for […]

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June 2013: Shaky Markets and How to Cope

Just when I thought I might switch to a topic less focused on the markets or tax policy (like savings tips to build that nest egg so you can invest it), we got a big jolt to the markets last week.  Ben Bernanke summarized his views on the future of quantitative easing, which the markets […]

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Chance Meetings with Financial Luminaries

Returning home from a west coast trip, I was amazed to see a famous economist. Who should board our plane other than Dr. Robert Schiller, Yale economist, author, and co-developer of the Case-Schiller Indexes. For more on his many accomplishments, see http://www.econ.yale.edu/~shiller/. I whispered to my daughter that we had a famous economist on the plane, […]

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Caring for Aging Parents (written May 2013)

This month’s post will take a break from market commentary and recaps of the ever changing discussions in Washington, D.C. that might affect your pocket book. Instead, I’d like to discuss a personal financial planning issue that touches many of us: caring for an aging parent, financially and otherwise. I’ll share some personal experience on […]

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Financial Literacy Events in Western Massachusetts

Some local readers may be aware of Baypath College’s financial literacy program called Financial Pathways, which offers a series of speakers who are experts in personal finance. It is a great program that I have taken clients to in the past if they are interested in doing some learning on their own. The talks are […]

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Kulig Financial Advisors Mentioned in Wall Street Journal

Kulig Financial Advisors was mentioned in an article in the Wall Street Journal by Veronica Dagher on the topic of mutual funds closing their doors to investors (you may need to copy this into your browser): http://online.wsj.com/article/SB10001424127887323869604578368263000377502.html?KEYWORDS=veronica+dagher This provides me an opening to briefly comment on the types of funds mentioned in the article, many […]

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First Quarter 2013 Markets Review (written April 2013)

This month’s post looks at the following topics: First Quarter Markets Review Does this Mean Rebalancing into Bonds (?!?!) Have You Seen the Latest From Washington? What it could mean for you First Quarter Markets Review Unless you were a bond, commodities or gold investor, it was a great quarter. March itself was an excellent […]

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