Comments for The Solari Report Blog http://solari.com/blog The Solari Report Blog Mon, 20 Feb 2012 14:17:42 +0000 hourly 1 http://wordpress.org/?v=3.2.1 Comment on This Month’s Subscriber Input by Brad Eddins http://solari.com/blog/this-months-subscriber-input/#comment-117890 Brad Eddins Mon, 20 Feb 2012 14:17:42 +0000 http://solari.com/blog/?p=20740#comment-117890 Directions Mill Valley Talk: On this comments page, ensure your browser is open wide. Select the Subscriber Resources above which is Welcome, Your Name. On the new page scroll down to the section below Wrap Ups. The section you want is tittled Special Reports. At this time the second special report is the Changing times information. The link it titled Investment Stategies for Changing Times. The are two images. The smaller one is the earth and two hands in front of a blue background. There is nothing active on this image. The second image is hands wrapped under the earth. Ensure your web browser is open wide. You don't need to click on the Right directed arrow, but you will see it and this indicates the whole image is active. Click on the image ensuring you are not blocking pop ups. A new window has the link in a box that has DVD on it. Click that image and the video starts playing on that same page. It does not take you to another service. You may need to reorrient the video image to see the control bar at the bottom of it. Enjoy! It's quite a shift from the old Modern portfolio theory. Directions Mill Valley Talk: On this comments page, ensure your browser is open wide. Select the Subscriber Resources above which is Welcome, Your Name. On the new page scroll down to the section below Wrap Ups. The section you want is tittled Special Reports.
At this time the second special report is the Changing times information. The link it titled Investment Stategies for Changing Times.
The are two images. The smaller one is the earth and two hands in front of a blue background. There is nothing active on this image.
The second image is hands wrapped under the earth. Ensure your web browser is open wide. You don’t need to click on the Right directed arrow, but you will see it and this indicates the whole image is active. Click on the image ensuring you are not blocking pop ups. A new window has the link in a box that has DVD on it. Click that image and the video starts playing on that same page. It does not take you to another service. You may need to reorrient the video image to see the control bar at the bottom of it.
Enjoy! It’s quite a shift from the old Modern portfolio theory.

]]> Comment on This Month’s Subscriber Input by Brad Eddins http://solari.com/blog/this-months-subscriber-input/#comment-117889 Brad Eddins Sat, 18 Feb 2012 19:58:04 +0000 http://solari.com/blog/?p=20740#comment-117889 The new Solari Report included mention of the general blog. I had not tried that particular link, just the comments section for each report. Cool! Brad The new Solari Report included mention of the general blog. I had not tried that particular link, just the comments section for each report.
Cool!
Brad

]]> Comment on This Month’s Subscriber Input by Janet Gauthier Hockmeyer http://solari.com/blog/this-months-subscriber-input/#comment-117886 Janet Gauthier Hockmeyer Sat, 18 Feb 2012 00:38:50 +0000 http://solari.com/blog/?p=20740#comment-117886 Hi Catherine, Solari team, and members. Catherine, my husband and I have been members for a couple years and have also had the great and beneficial opportunity to consult with you personally last year. We are continually researching and inquiring on methods and tools for preserving and building wealth and after coming across the concept on Infinite Banking, are currently reading BANK ON YOURSELF by Pamela Yellen, and have the book THE BANKING EFFECT arriving any day. Because I'm such an avid listener of the Solari Report and have such great respect for you and your take on any and all matters, I'm wondering if you might share your opinion (if any) on the use of these particular insurance policies as a financial/financing vehicle, as well as part of a tax strategy. Regardless of whether or not you comment, thank you very much for all your invaluable work. Janet, New Mexico Hi Catherine, Solari team, and members.

Catherine, my husband and I have been members for a couple years and have also had the great and beneficial opportunity to consult with you personally last year. We are continually researching and inquiring on methods and tools for preserving and building wealth and after coming across the concept on Infinite Banking, are currently reading BANK ON YOURSELF by Pamela Yellen, and have the book THE BANKING EFFECT arriving any day. Because I’m such an avid listener of the Solari Report and have such great respect for you and your take on any and all matters, I’m wondering if you might share your opinion (if any) on the use of these particular insurance policies as a financial/financing vehicle, as well as part of a tax strategy. Regardless of whether or not you comment, thank you very much for all your invaluable work.

Janet, New Mexico

]]> Comment on Financial Coup d’Etat by Interview 461 – Catherine Austin Fitts on the Breakaway Civilization | TaJnB | TheAverageJoeNewsBlogg http://solari.com/blog/financial-coup-d%e2%80%99etat/#comment-117885 Interview 461 – Catherine Austin Fitts on the Breakaway Civilization | TaJnB | TheAverageJoeNewsBlogg Fri, 17 Feb 2012 23:17:52 +0000 http://solari.com/blog/?p=2058#comment-117885 [...] Austin Fitts of Solari.com joins us to discuss the problem facing us in the wake of the financial coup d’etat — the breakaway civilization who believes themselves to be history’s actors — and the [...] [...] Austin Fitts of Solari.com joins us to discuss the problem facing us in the wake of the financial coup d’etat — the breakaway civilization who believes themselves to be history’s actors — and the [...]

]]> Comment on This Month’s Subscriber Input by Catherine Fitts http://solari.com/blog/this-months-subscriber-input/#comment-117881 Catherine Fitts Fri, 17 Feb 2012 00:50:47 +0000 http://solari.com/blog/?p=20740#comment-117881 Allison: I will take a look. By when do you need input on this? Catherine Allison:

I will take a look. By when do you need input on this?

Catherine

]]> Comment on This Month’s Subscriber Input by Mark Weiss http://solari.com/blog/this-months-subscriber-input/#comment-117880 Mark Weiss Mon, 13 Feb 2012 14:42:05 +0000 http://solari.com/blog/?p=20740#comment-117880 Julian: I have two words for you.... Franklin Sanders http://www.the-moneychanger.com/ I was in the same boat two years ago. After listing to Frank here and reading his daily commentary I decided to buy from him. He beats my local dealers in price every time. Hope this helps. Mark Julian:

I have two words for you…. Franklin Sanders

http://www.the-moneychanger.com/

I was in the same boat two years ago. After listing to Frank here and reading his daily commentary I decided to buy from him. He beats my local dealers in price every time.

Hope this helps.

Mark

]]> Comment on This Month’s Subscriber Input by Julian Tree http://solari.com/blog/this-months-subscriber-input/#comment-117879 Julian Tree Sat, 11 Feb 2012 20:12:03 +0000 http://solari.com/blog/?p=20740#comment-117879 Hi Catherine, Just listend to your solari report on Precious Metal for the first time. I have NOT invested in Gold or Silver before. I remember hearing from another podcast from you to recommend not buying a gold certificate, because they don't really have to gold holding for that. How would you recommend I buy gold and silver? Thanks. Julian Hi Catherine,

Just listend to your solari report on Precious Metal for the first time. I have NOT invested in Gold or Silver before. I remember hearing from another podcast from you to recommend not buying a gold certificate, because they don’t really have to gold holding for that. How would you recommend I buy gold and silver? Thanks.

Julian

]]> Comment on This Month’s Subscriber Input by Allison Bingham http://solari.com/blog/this-months-subscriber-input/#comment-117878 Allison Bingham Sat, 11 Feb 2012 09:36:33 +0000 http://solari.com/blog/?p=20740#comment-117878 The OP is on, as Rappoport would say. Its called "THE RETIREMENT AGENDA: Lifetime income options". I sit on my company's 401 k retirement plan committee. I provide input and reactions to new policies being considered. Just this week, I received the following notice from my Plan Provider, a private company which is paid to manage our funds using the T Rowe Price Retirment workplace vehicle (see excerpt below): Our plan provider introduced this quarter a new financial 'widget' they are branding as: The Retirement Agenda: “Lifetime income options”. CATHERINE: IT WOULD BE MOST HELPFUL IF YOU COULD ASSIST IN FRAMING A RESPONSE AND POST AS TO WHY THIS IS A VERY VERY VERY BAD IDEA. I WOULD LIKE TO PRESENT SUCH A RESPONSE TO MY RETIREMENT PLAN COMMITTEE. READ BELOW TO SEE HOW SLICK THIS NEW OP IS......... REGARDS, A. BINGHAM Currently living and working Kisumu, Kenya. Action on the retirement agenda in 2012 • Fee disclosure 1. DOL to finalize interim final regulations under ERISA §408(b)(2) requiring disclosure of fees, services, and related information to plan sponsors by covered service providers. 2. Guidance (Q&As) to address outstanding issues related to final participant fee disclosure regulations. • Lifetime income option initiatives Guidance may address: 1. Interaction of qualification rules with use of annuity investment and distribution options. 2. Plan sponsor fiduciary concerns regarding selecting annuity providers. 3. Showing annuity equivalents on benefit statements. • Target-date Investments 1. Guidance would provide fiduciary considerations for plan sponsors in selecting target-date investments. 2. Final amendments to qualified default investment alternative (QDIA) regulations and participant fee disclosure regulations would require enhanced participant disclosures for target-date investment options. 3. Final SEC rule intended to help clarify the meaning of a date in a target-date investment’s name and to otherwise enhance information provided to those investing in target-date investments. PROPOSED TIMELINE FOR FEE DISCLOSURE INITIATIVES • 408(b)(2) – Disclosure from service providers to plan sponsors Early 2012: Final regulations under ERISA §408(b)(2) requiring disclosure of fees, services and related information to plan sponsors by covered service providers are expected. Our review of the interim final rule suggests the new requirements under the interim final rule are largely consistent with our current fee disclosure practices. However, in order to meet the more technical requirements of the rule and to enhance the information provided to plan fiduciaries, T. Rowe Price is in the process of developing a new summary document. We continue to monitor the DOL’s progress and will incorporate any required changes made by the final regulations into our report, which will be provided to plan fiduciaries in advance of the new April 1, 2012, compliance deadline. The OP is on, as Rappoport would say. Its called “THE RETIREMENT AGENDA: Lifetime income options”. I sit on my company’s 401 k retirement plan committee. I provide input and reactions to new policies being considered. Just this week, I received the following notice from my Plan Provider, a private company which is paid to manage our funds using the T Rowe Price Retirment workplace vehicle (see excerpt below): Our plan provider introduced this quarter a new financial ‘widget’ they are branding as:

The Retirement Agenda: “Lifetime income options”.

CATHERINE: IT WOULD BE MOST HELPFUL IF YOU COULD ASSIST IN FRAMING A RESPONSE AND POST AS TO WHY THIS IS A VERY VERY VERY BAD IDEA. I WOULD LIKE TO PRESENT SUCH A RESPONSE TO MY RETIREMENT PLAN COMMITTEE. READ BELOW TO SEE HOW SLICK THIS NEW OP IS………

REGARDS, A. BINGHAM
Currently living and working Kisumu, Kenya.

Action on the retirement agenda in 2012
• Fee disclosure

1. DOL to finalize interim final regulations under ERISA §408(b)(2) requiring disclosure of fees, services,
and related information to plan sponsors by covered service providers.

2. Guidance (Q&As) to address outstanding issues related to final participant fee disclosure regulations.
• Lifetime income option initiatives
Guidance may address:
1. Interaction of qualification rules with use of annuity investment and distribution options.
2. Plan sponsor fiduciary concerns regarding selecting annuity providers.
3. Showing annuity equivalents on benefit statements.
• Target-date Investments
1. Guidance would provide fiduciary considerations for plan sponsors in selecting target-date investments.
2. Final amendments to qualified default investment alternative (QDIA) regulations and participant fee
disclosure regulations would require enhanced participant disclosures for target-date investment options.
3. Final SEC rule intended to help clarify the meaning of a date in a target-date investment’s name and to
otherwise enhance information provided to those investing in target-date investments.
PROPOSED TIMELINE FOR FEE DISCLOSURE INITIATIVES
• 408(b)(2) – Disclosure from service providers to plan sponsors
Early 2012: Final regulations under ERISA §408(b)(2) requiring disclosure of fees, services
and related information to plan sponsors by covered service providers are expected.
Our review of the interim final rule suggests the new requirements under the interim
final rule are largely consistent with our current fee disclosure practices. However, in
order to meet the more technical requirements of the rule and to enhance the information
provided to plan fiduciaries, T. Rowe Price is in the process of developing a new summary
document. We continue to monitor the DOL’s progress and will incorporate any required
changes made by the final regulations into our report, which will be provided to plan
fiduciaries in advance of the new April 1, 2012, compliance deadline.

]]> Comment on This Month’s Subscriber Input by Catherine Fitts http://solari.com/blog/this-months-subscriber-input/#comment-117877 Catherine Fitts Fri, 10 Feb 2012 08:16:13 +0000 http://solari.com/blog/?p=20740#comment-117877 Allison: Thanks so much for the feedback. I really appreciate it. I am delighted that Jon's interview was so valuable! The transcript is up if you want to review again.... Catherine Allison:

Thanks so much for the feedback. I really appreciate it. I am delighted that Jon’s interview was so valuable! The transcript is up if you want to review again….

Catherine

]]> Comment on Jon Rappoport on Matrix Nuts & Bolts by Fred Holbrook http://solari.com/blog/jon-rappoport-on-matrix-nuts-bolts/#comment-117876 Fred Holbrook Fri, 10 Feb 2012 04:07:07 +0000 http://solari.com/blog/?p=22942#comment-117876 Impressive interview - greatly enjoyedit. Thank you for having Jon. Impressive interview – greatly enjoyedit. Thank you for having Jon.

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