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Are US Stocks a Sure Thing?

The drive to restore investment portfolios to the levels set before the Great Recession is still influencing investor decisions. In past blogs, I’ve expressed concern the economic downturn would make people more vulnerable to get-rich-quick schemes.   A recent chart...

So, Um, What is a Private Equity Firm?

(from Marilyn Geewax’s NPR report, 1/19/2012 – click here for the original post.  Marilyn is NPR’s Senior Business Editor.  Besides assigning and editing business stories, Geewax regularly discusses economic issues on NPR’s Weekend Edition...

Do You Want Fries with That?

  I was reminded of this line from a Tim McGraw song when I went to the dentist Monday.  I began a relationship with a new dentist a few years ago after my dentist of 25 years retired.  For the first two years everything was great.  I liked that my new dentist...

Is My Money Safe? Part II

In my last blog I discussed the safety of investment custodians such as Fidelity and Schwab, after I received a concerned email from a client.  After watching Jon Corzine, the former CEO of MF Global, trying to explain how $1.2 billion was missing from their clients’...