All posts tagged: James Mathis

The Retiree’s Conundrum

Most retirees have investment goals of protecting their nest egg, but many also have income needs from their portfolios. Everyone is aware that stock indexes are at record high levels and interest rates are near historical lows. The safest investments like bank CDs and short-term treasury securities have extremely low yields that are below the rate of inflation. The story […]

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It’s Never Too Late To Be Wise While Investing

A couple of news stories caught my eye this week. One was in Tuesday’s The Wall Street Journal titled “Hedge Fund World’s One-Man Wealth Machine.” The article, by Rob Copeland , tells the story of hedge fund manager, David Abrams, who runs Abrams Capital Management LP which manages about $8 billion. The main points of interest are Mr. Abrams’s extremely low profile, small staff […]

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When Life Gives You Lemons

This past Sunday was a very hot day here in Dallas, so what better time to have a refreshing cold drink. Fortunately, my next door neighbor gave me the scoop on some great lemonade stands being set up in multiple locations around the city. I learned that these stands are part of National Lemonade Day. National Lemonade Day is a program designed […]

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Tale of Two Cities – Detroit & Dallas

By now, most have probably seen the headlines that a federal judge Steven Rhodes has ruled to allow the city of Detroit to proceed with a bankruptcy filing. The ruling will be appealed, but it promises to have a big negative impact on the city’s pension benefits, retiree health coverage and its municipal bonds creditors. Here are a few interesting […]

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What Evel Knievel Taught Us About Investing

“Risk is good – not properly managing your risk is a dangerous leap”—Evel Knievel For those of you that don’t remember or are that were born after 1980, Evel Knievel was a daredevil who jumped motorcycles ramp to ramp over things like buses, Mac trucks, rattlesnakes and failed at an attempt to jump the Snake River Canyon in Idaho.  He […]

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