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Investment Commentary

One of my favorite aspects of this year’s Orlando MoneyShow was the question-and-answer (Q&A) sessions held at the end of each of my presentations and on an impromptu basis in the corridors at the show. Here’s a rundown of some of the most common questions posed and my answers to each.

The Budget

The Obama budget would not only extend preferential tax rates for dividends and capital gains. It would basically make them permanent, firmly establishing the principle that savings and investment be rewarded, not just for buying and selling stocks, but for holding on and collection income.

Herrings in Copenhagen?

Benjamin Shepherd discuss the Copenhagen Climate Change Conference and its implications with Adam Kanzer, managing director and general counsel of Domini Social Investments.

Scrutinizing Your IRA Custodian

Few IRA owners give much thought to their custodians. Yet, the custodian can make or break your financial plan, and all custodians are not equal. Take a few minutes to learn about your custodian and its policies.

Although US equities rallied handsomely in 2009 and the domestic economy showed signs of recovery, the performance of China’s stocks and economy reinforced the promise of Asia’s emerging markets for global investors.


The development of the ETF market benefits individual investors because these funds carry lower price tags and allow greater flexibility. The question is which ETFs should you buy?

And as he exhorted the private sector to basically tell a better story Canadian Environment Minister Jim Prentice provided real help by saying Canada wouldn’t adopt its own climate change legislation until the US passes a bill.

Behind GDP

Given the economic improvements and recovery in corporate profits, I expect this correction to ultimately offer investors an outstanding buying opportunity. Among my favorite sectors to play the upturn: energy, technology and health care.

The economy is still crawling back from the near-meltdown of late 2008. But there’s a long way to go, and there are plenty of challenges ahead that may prolong a full recovery.

Almost Business as Usual

Generally speaking, President Obama's State of the Union address changed little for investors, except for underscoring that nuclear power plays such as Exelon (NYSE: EXC) and Dominion Resources (NYSE: D) have a glowing future.

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