“We locked down the economy for 18 months, spent ~$14 trillion, and now my margarita costs 30% more.” – Cullen Roche, author & investor. We…
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Sniffing All-Time Highs and Nobody is Happy
A Simple Case for Gold and Bitcoin
“The debt is not going to be balanced. The annual deficit seems to be getting worse and worse. And if the dollar is going to be debased, then bitcoin is going to keep going up.” – Anthony Pompliano, The Pomp...
read moreWhat is the Right Stock Allocation for Retirees?
“The trouble with retirement is that you never get a day off.” – Abe Lemons, college basketball coach It’s a delicate balance every retiree faces….
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How to Reduce Capital Gains in your Portfolio
“A fine is a tax for doing something wrong. A tax is a fine for doing something right.” Anonymous You sold a large chunk of…
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Not All Indexing is Good
“When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients.”…
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Worried About Inflation? You Might Own These Assets
“Inflation sparks heated debates because everyone spends their money differently so there’s no single inflation rate — your inflation may be very different than someone…
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When Was the Last Time you Changed your Mind?
“If I were tasked with building the ultimate human investor, being able to change one’s mind would be the number one skill on the list.”…
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How Does a Fed Taper Affect Market Volatility?
“Our discussions of the economy may sometimes ring in the ears of the public with more certainty than is appropriate.” Jerome Powell, Federal Reserve Chairman…
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Is There Ever a Good Reason to Panic Sell?
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Peter Lynch, famous investor. The below exchange…
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Is a Roth Conversion Right for You?
To convert or not to convert? Too often investors want to convert to a Roth IRA without fully understanding the risks, benefits, and how a…
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