After years of talking and writing about the many issues surrounding annuities, our Registered Investment Advisory, Markowski Investments, decided to construct a new website entirely dedicated to helping individuals in regards to annuities. ANNUITYWATCHDOG.com will be a one of a kind resource to educate the investing public about the ins and outs of all types […]
One of the most frequent questions we face from investors all over the country is “What should I do with my (401K)” now that I a have changed jobs, retired etc. Whereas many investment questions are dependant upon an individual’s unique situation, this is one where I cannot fathom any reason for not rolling over […]
I recently received a call from a subscriber of this newsletter. He was quite distressed regarding all of the volatility in the markets and didn’t have the faintest idea on what he should do. The first thing I asked of him was what his time frame for his investments. He seemed a little taken back […]
My daughter is afraid of bears. I am still trying to figure out where it comes from because she is downright terrified of them. Even songs that mention the word bear get her nervous. I have tried in earnest to explain that bears don’t live in Florida and that she has no need to worry. […]
People need to be aware that there is steep tax liabilities associated with taking money out of your retirement accounts. The majority of the people that take distributions from their retirement accounts could have avoided these additional liabilities if they only asked before acting. We all know that there are circumstances that are beyond our […]
The most powerful committee in the House of Representatives is Ways and Means. Members of the caucus wield the most powerful instrument in the United States, the tax code. This past month Chairman Charles Rangel outlined what is being dubbed in many outlets as the “Mother of All Tax Hikes.” This is the largest individual […]
Do you want to know some interesting facts about market corrections and storms…? Especially this most recent one! 1. There has never been a correction in the overall market that has not proven to be an investment opportunity. 2. When positions are down in price, it can be difficult or painful to watch. However, if […]
AUGUST 2007 I don’t like being redundant: but I think it is a good time for a little reminder regarding some actions that need to be taking place in one’s portfolio in order to be successful. ASSET ALLOCATION Based on the ground-breaking 1986 study by Brinson, Hood and Beebower, more than 93% of long-term institutional […]
In another, “See I told you so moment”, Sara Hoffman, of Investment News, is reporting thatmajor losses at many prominent hedge funds are finally causing pension fund managers to second guess hedge fund investments. The Wall Street Journal reported that hedge funds managed by Goldman Sachs Group Inc. and AQR Capital Management, among others, have […]
The pundits argue that we are a nation divided. Presidential candidate John “never met a doctor I didn’t want to sue” Edwards preaches the gospel of two Americas. I am going to surprise everyone reading this and agree. We are a nation divided into two distinct camps… People who loved the ending of the Sopranos, […]