Retirement

2024: The Year Ahead

Advisors absolutely do not have a crystal ball, so this post isn’t going to tell you what hot stock to buy or whether Taylor Swift and Travis Kelce will stay together.  But there are a handful of themes that will play out over the course of the year, and those are important to understand. In […]

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Portfolios and Pandemics

They say March goes in like a lion and out like a lamb. The last week of February was not meek nor fierce, but ugly, and I don’t know what to call it. February begins with hearts and flowers, and ends with a new virus, entire cities under quarantine, and all the stock traders heading […]

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Welcome to 2020: Hindsight and Vision

This time of year we often look back over the past 12 months, and as we close out 2019, we also close out a decade. Time goes by in the blink of an eye, and the past ten years are only different in that there has been more change than ever before. That will only be exceeded by […]

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Breaking Down the 2020 Debates: Health Care

Whatever you might think about politics and politicians, decisions made in your state house, the White House and houses of Congress have an impact on you and your personal finances. I’m writing this mini-series to break down the issues that come up during the Presidential debates in the months leading up to the 2020 elections. […]

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Labor Day and Investing in YOU

We’re in an era of constant change. As soon as you buy one thing, there’s a newer version. In the old I Love Lucy television show, Lucy asks the question: “If everything now is new and improved, what was it before? Old and lousy?” In the same way store shelves are continually restocked with the […]

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Awakening From Slumber: Ten Years After The Financial Crisis

Ten years ago I was in Rome and passed a shop on Via del Corso that sold crystal balls.  If I could have figured out how to bring one home without setting off airport security, I would have picked one up for the office. Then when you ask me what I think will happen in the market, […]

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