Medical Empowerment

Medical Empowerment

How do you become an empowered health care consumer?  A recent blog post on the Forbes magazine website, authored by financial planner/doctor Carolyn McClanahan, suggests that the relationship between doctors and patients is entering a third phase of its long-term...
Medical Empowerment

Brexit Stage Left

The financial news scrolling across computers, tablets, and smartphones leaves investors wondering what the UK vote to exit the European Union, “EU”, means. The markets and Prime Minster Cameron seemed very confident the vote would result in the UK staying in the EU....
Medical Empowerment

Qualified Protection

You might be surprised to learn that your pension and IRA assets are protected from fraud, malfeasance and sly predation by an entirely different government agency than your taxable and brokerage accounts.  Under the Investment Advisers Act of 1940, the Securities and...
Medical Empowerment

Bogus IRS Calls

Most people have seen bogus emails purported to be from the executors of the estate of Nigerian princes or other obscure foreign notables who want to give them millions of dollars, and sometimes they get bogus calls telling them they can win a lottery sweepstakes or...

Avoiding the Pain

There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns.  Behavioral scientists tell us that we feel losses twice as keenly as positive returns. But that doesn’t tell us what we really want to...