Monthly Archives: November 2014

UBS: ‘the rich hold too much wealth in cash’

Simon isn’t smiling…A new study finds wealthy people are holding 25% of their wealth in cash today. UBS is frustrated that people are resisting the siren call to buy financial products with all of their life savings. Cash holdings are … Continue reading

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Danielle on The Financial Survival Network

Danielle was a guest today on The Financial Survival Network with Kerry Lutz, talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here. Check Out Finance Podcasts at Blog … Continue reading

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S&P 500: generational opportunity in the making

Over the past 15 years, my partner Cory and I have had countless discussions about whether the present secular bear-that began off the tech wreck peak in 2000–was likely to take 3 or 4 cyclical bottoms before grinding equity valuations … Continue reading

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