Insights
Evaluating a Financial Professional – Red Flags
how do you know if a financial pro is any good?
Tariffs & Trade Wars – Trouble in Paradise
There is the strong possibility that people will see inflation like most have not seen in their lifetimes
Investors – Time to Travel Overseas
It’s Time to Travel Overseas My wife and I used to do a lot of overseas travel and we passed that bug along to our youngest daughter, but in the last few years we’ve done trips in the U.S. The same could be said for my investment allocations. I have not had an...
Why You Need a Will
Family fights – I still am shocked at how often and how harshly adult heirs in apparently happy families of the deceased fight over assets.
Which is Better – Value or Growth Investing?
Whether value or growth investing is the route to better client returns is an often-debated topic. I was recently part of a team that interviewed investment advisors. Like many advisors, especially those who rely heavily on long-term studies and/or who come from an...
FLYING & UNDERSTANDING THE STOCK MARKET
The stock market cares about four things – future profits, future dividend payments, certainty, and stock prices.
Correcting Excesses in the Stock Market
Stocks that got that overbought were popular for a reason
HOW LONG CAN THIS GO ON?
You could ask "how long can this go on" about a lot of things lately - Trump's trials, Biden's health, how long will false eyelashes (sorry, eyelash extensions) be in style? But what I have in mind is the incredible dominance of one part of the market. Huge Variation...
Lessons from a Crawling Nightmare
We recently through an experience that I think might provide some practical financial lessons for you I knew the crawl space under our house was somewhat damp, especially after a rain but somehow even knowing a good bit more than the average homeowner about...
Evaluating Your Retirement Plan Advisor
According to the U.S. Supreme Court, as a plan sponsor, it is your ongoing legal responsibility to monitor the plan and any hired providers.
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