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Financial Perspectives

with Michael Dubis, CFP


The election and the markets

The election is finally over. The Obama win was predicted for some time and doesn’t come as a surprise to me. Intratrade, the stock market, and Nate Silver (The New York Times) all predicted an Obama win. If you want to save yourself some valuable time in the future, those three sources have the highest prediction reliability for national elections. The first two have money on them, while Nate Silver has one of the best statistical methodologies out there.

Posted at 08:24 AM | Permalink | Comments: 2


Where’s the yield?

Be careful of chasing yield. In a low-return, low-yield environment, everyone wants to find enhancements to their portfolios. This is understandable. Unfortunately, investors often do so by chasing returns. Chasing yield or return is one of the biggest mistakes investors can make.

Posted at 11:14 AM | Permalink | Comments


Planning for the Medicare tax

It’s still uncertain who will win the election in November, but at the start of next year, America's entire tax structure is set to change as the Bush-era tax rates expire and we see higher income, capital gains, and dividend tax rates. The estate tax rates are also scheduled to rise, and the exclusion amounts will go down.

Posted at 11:27 AM | Permalink | Comments: 1


Congress' answer to consumer protection: Make everybody a broker

Just last week, on April 25, Rep. Spencer Bachus (R-Ala.) and Rep. Carolyn McCarthy (D-N.Y.) introduced a bill that, according to the accompanying press release, would enhance consumer protection in light of the Bernie Madoff scandal and the 2008 market meltdown that took the U.S. economy to the brink of collapse.

Posted at 12:00 AM | Permalink | Comments


Resolutions: The candid ones your financial planner might want you to consider

Happy New Year! This is the time of year when we consider setting resolutions. The media love talking about resolutions because the subject is so easy to write about, since it’s often the same article every single year. We also often never stick to them because they’re so generic and really don’t inspire.

Posted at 12:00 AM | Permalink | Comments

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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