Financial Advisor in Los Angeles. The Investment Doctor.

Investment management and financial planning services to individuals, families, businesses and their pension plans, and nonprofits from Ken Waltzer MD. Visit http://www.kenfieldcapital.com

Keep buying $5 coffee drinks, America!

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Source: http://www.kenfieldcapital.com/keep-buying-5-coffee-

Enough about the Fiscal Cliff

Source: http://www.kenfieldcapital.com/enough-about-thefiscal-cliff/

There are certain companies that investors use as a barometer of an industrys or sectors overall health. For the technology sector, we often look to Intel (NYSE: INTC), while Proctor and Gamble (NYSE: PG) is a bellwether for consumer staples (must-haves) and Exxon Mobil (NYSE: XOM) for oil & gas. Investors like to use these [...]

With progress on averting the fiscal cliff running at the usual glacial pace of political deal making, few things are certain about next years tax rates. Among the likeliest of changes, however, is an increase in the rate on dividends and capital gains. The best guess is they will increase to 20% from the current [...]

The Post-Election Correction

Source: http://www.kenfieldcapital.com/the-post-electioncorrection/

Not a Word about the Fiscal Cliff

Source: http://www.kenfieldcapital.com/not-a-word-aboutthe-fiscal-cliff/

On November 6, President Obama was re-elected for 4 more years. On November 7, the S&P 500 fell -2.3% and has continued to fall since; it is now down -4.6% since Election Day. Overseas markets have fared somewhat better, as the MSCI All-Country World ex-US index is down only -3.3% over the same period. What [...]

Youve heard far too much about that whose name will not be mentioned. Instead, lets talk about investing for retirement: (1) Is retirement out of reach? (2) Evaluating your Retirement Readiness (3) An offer from KCS that you cant (or at least shouldnt) refuse Back in 2000, with the stock market at historic highs, both [...]

Financial Reform Red Tape

Source: http://www.kenfieldcapital.com/financial-reform-redtape/

On July 21, 2010, President Obama signed the DoddFrank Wall Street Reform and Consumer Protection Act (aka Dodd-Frank) into law. The main purpose of the law, enacted in response to the 2007-2008 financial crisis, was to improve financial
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regulation sufficiently to avoid another such crisis in the future. The major provisions of Dodd-Frank require more [...]