Charles Carroll Insights

\"Individual investors need more than conventional wisdom\"

Charles Carroll Financial Partners

bill | July 8, 2009

If you have a moment and can follow the link that is below, I’d like to introduce you to my firm and some of the individuals important to its success.
We believe that managing assets for individuals needs to provide a platform that places the clients needs first. Because of this we embrace the principles of [...]

Where is Federal Debt Headed?

bill | June 1, 2009

Robert Samuelson looks at the President’s fiscal policy.
Update: Here, via Nick Schulz, is Samuelson’s point in graphical form:

Does this mean that TBT is worth purchasing?

What Happens Next?

bill | June 1, 2009

Under President Barack Obama’s budget plan, the federal debt is exploding. To be precise, it is rising – and will continue to rise – much faster than gross domestic product, a measure of America’s ability to service it. The federal debt was equivalent to 41 per cent of GDP at the end of 2008; the Congressional Budget Office projects it will increase to 82 per cent of GDP in 10 years. With no change in policy, it could hit 100 per cent of GDP in just another five years.

The Sales Process of Proprietary Mutual Fund Management Services

bill | April 21, 2009

Most proprietary mutual fund management products make sure that they hide the fundamentals of what they are doing with your money in the symbiotic synchronicity (otherwise known as jumbled junk) of their portfolio methodology. The best manner to do this is by making sure that there are at least two sales people at a meeting [...]