The Impact of Taxation on Economic Growth
As mentioned in our previous blog post about the debt ceiling, we said that our long term fiscal problem is heavily influenced by two issues- taxation and health care costs.…
Posts by Bill Ramsay
Where do my Tax Dollars Go?
We all hear about how the US is going broke. Depending on the viewpoint or agenda of the source of what we hear, read or see, the cause of the…
Middle East Turmoil and Your Portfolio
An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy. In other words, successful long term investing involves turning…
The Influence of Politics on Your Portfolio
Separate Politics and Investing When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s…
Nervous about the Stock Market?
Feeling a little nervous about the recent drop in the market? You’re in good company as it’s perfectly normal in this type of environment. In fact, we’d be surprised if…
Compromised Brokers
Morgan Stanley Smith Barney is now offering as much as 330% of a brokers annual production to join the firm. Click here to view the article from Investment News: “Morgan…
Bill Ramsay Quoted in Investment Advisor
Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
Bill Ramsay Participates in TBJ Roundtable
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th,…
Buyer Beware vs. Fiduciary Duty
There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.
The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.
Ignoring Data
All data is not created equal. This chart from Chart of the Day would seem to indicate that US stocks are more expensive and overvalued then they’ve ever been. The rest of…
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