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Global Financial Market Tips, News and Opinion

An investment blog by a professional investor with insights straight from inside Wall Street.

Is Sarah Palin Good for the Economy? In a Way…Maybe

by The Wall Street Geek

It’s fun to watch Sarah Palin.  From her ability to get the media to chase her bus tour like a gaggle of puppies to her soliloquies that aren’t quite right at times but nonetheless immensely watchable, she never fails to deliver a firefly-to-light quality news clip everytime she steps outside of her home. Sarah Palin […]

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When the Crowd Yells For Defense, What Would You Do?

by The Wall Street Geek

The Oklahoma City Thunder recently lost a 15-point lead in Game 4 of the Western Conference Finals. What made this newsworthy was the fact that the Thunder’s 15-point lead was wiped out in five minutes. No doubt the crowd screamed for better defense during those fateful five minutes. Noone could have predicted that a series […]

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Which One of These Things is Too Big To Fail?

by The Wall Street Geek

If you had money invested during the financial crisis that began in 2007, you may still be recovering from the bungee jump you may have experienced in the global financial markets largely brought about by the unwinding of complex securities held by a handful of large banks. The crisis also shined a spotlight on the […]

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You’re Over 30…Now What?

by The Wall Street Geek

Prospective clients in their 30′s often approach me with the same question:  what should I be doing? It’s almost instinctual that we replace “want to” with “should be” during this decade.  With our 40′s in the lineup as the next decade marker, it’s no wonder that the responsibility clock begins to tick louder prompting young […]

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A Unique Technique for Staying Wealthy

by The Wall Street Geek

What do Oprah, Warren Buffett, and Steve Jobs have in common? Besides being three people with whom I’d personally love to have a Moscow Mule, all three are obviously wealthy.  However, ask anyone who has come into money and they’ll tell you that riches can be gone in a blink of an eye. These three, […]

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Fun with @xtranormal: Kids Grow Up So Fast These Days! (VIDEO)

by The Wall Street Geek

These aren’t your parents’ kids!  ;) [bliptv hrAqgr3FAgA 470 290] I hope you enjoy watching it.  It’s fun as always making videos like these. More videos are coming!!  Thank you so much for your support and for watching, and for continuing to follow me.  I truly, truly appreciate it. You may also be interested in: […]

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2011 Tax Law Changes That May Impact Gift and Estate Plans

by The Wall Street Geek

With all of the activity that occurs in Washington and considering that it’s primarily the sensational news that bubbles up to the top of the fold, it’s often easy to miss news about subtle areas of legislation that may ultimately impact your family’s finances. On December 17th, 2010, just such an event occurred.  President Obama […]

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Ready to Apply for Medicare? Watch This Story.

by The Wall Street Geek

If you’re over the age of sixty-five, you may be in the coveted position to retire and separate from an employer. In separating from an employer, however, you may lose key benefits that you may have received as an employee — in particular, health insurance. Going to the hospital and most things medical are expensive […]

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Exchange Your Mattress for Asset Protection

by The Wall Street Geek

Have you heard the story about the person who had a big windfall of new wealth one day, and the next day received enough court documents to paper the wall of his or her home three times over? If you have money, you’re unfortunately at risk for being sued. We witnessed this recently when Bethenny […]

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Video: Guidelines for Creating a Financial Plan

by The Wall Street Geek

Do you know how much to invest on a monthly basis in order to have enough savings to retire, and with what portfolio return? Most people don’t. This week’s episode gives 5 important guidelines like this to consider and use when planning for a long-term goal like retirement.

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