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  1. Barron's Article: Deferred Annuities

    Commentary

    Sun, 25 Jan 2015

    Article: http://online.barrons.com/articles/annuity-novelties-1417222881 The article covers the advantages of using a deferred annuity for reducing required minimum distributions as well as purchases within a trust.  The core of the trust idea is to benefit from tax deferral while loading the ...

  2. From Barron’s, January 26, 2015 (Part 2)

    Commentary

    Sat, 24 Jan 2015

    pg 30]. Bearish stories: Latam Airline Group [ LFL ; Barrons was positive on 10/7/13 on the merger of Chilean LAN ..... TAM that created LFL, but things have been choppy and Barrons is cutting its losses; pg 11]; Twitter [ TWTR ; disappointing

  3. From Barron’s, January 26, 2015 (Part 1)

    Commentary

    Sat, 24 Jan 2015

    Covance [ CVD ]; S&P has downgraded the debt from BBB to BBB-. A turnaround of Urban Outfitters [ URBN ] is possible; Barrons also has a bearish story on its online edition [ so, Racanelli and Hough disagree ]. For the week , DJIA +0.92% , SP500

  4. PMF

    Commentary

    Tue, 20 Jan 2015

    Over the weekend, Bill Gross recommended four stocks as he participated in the first round of the Barron ' s Roundtable. One of his four recommended stocks was PMF, about which he said: " I like closed-end funds that provide steady income

  5. Gundlach thinks Treasury yields will fall further

    Commentary

    Sat, 17 Jan 2015

    I extracted the subject from a Barron ' s article which, if you have access ..... know who Gundlach is this is what Barron ' s says about him: Mr. Gundlach is ..... Wall Street Journal, USA Today, Barrons , Forbes, Fortune, Pensions & Investments

  6. From Barron’s, January 19, 2015 (Part 2)

    Commentary

    Sat, 17 Jan 2015

        Pg 7: Forsyth – Nixon said in early 1970s that who cares about those gnomes of Zurich, but the world paid attention last week when the Swiss removed the franc-euro peg . Badly hurt were those who borrowed at low rates in franc to invest elsewhere with leverage [the carry-trade ] – Russian ...

  7. From Barron’s, January 19, 2015 (Part 1)

    Commentary

    Sat, 17 Jan 2015

        Pg M3, Trader: A Swiss surprise , a free franc no longer tied to the euro [ see more under Europe ]. It makes ECB’s QE more likely on Jan 22. Several currency brokers/dealers went up in the smoke and FXCM was rescued only by a quick cash injection from LUK .   Oil temporarily [ ? ] stopped ...

  8. Barron's Roundtable, 2015

    Commentary

    Sat, 17 Jan 2015

    The first part of Barron ' s Roundtable is out. I tackled it first and my regular summaries [Part 1 & 2] will follow later. Cover story “Roundtable

  9. 4Q14: Bill Nygren Market Commentary

    Headlines

    Thu, 15 Jan 2015

    mutual fund investing: paying capital gains taxes when you haven’t sold a single share.” -Beverly Goodman, Barrons December 13, 2014 “Fund Investors Get Hit With Surprising Capital Gains” Like much of the mutual fund industry, our Oakmark

  10. Economy: Perception & Reality

    Headlines

    Wed, 14 Jan 2015

    hosts “ Money Matters ,” a live financial advice show on Atlanta’s News 95-5 and AM 750 WSB Radio. In 2014 Barrons Magazine named him as one of America’s top 1,200 Financial Advisors. His newly released book, You Can Retire Sooner Than

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