“To be absolutely certain about something, one must know everything or nothing about it.” – Henry Kissinger I can’t go one day without reading or…
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What to Make of the “Election Uncertainty” Talk?
Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
read moreWhat’s Your Different Kind of Wealth?
“That man is richest whose pleasures are cheapest.” – Henry David Thoreau Most people associate wealth with large bank accounts, extravagant homes, and luxury cars….
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“I’ll Just Buy Amazon Stock”
I was sipping on a watered-down passion fruit iced tea waiting for my 1 o’clock to arrive. I had never met the person face to…
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Your Wealth Manager Just Posted Record Profit Margins
“Your margin is my opportunity.” – Jeff Bezos, Amazon It was a dreary fall evening. It must have been a Tuesday or Wednesday because there…
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Can High Dividend Stocks Replace Paltry Bond Income?
“We should target high dividend payers because bond yields are offering nothing.” – Random investors everywhere. U.S. bond yields have plummeted in 2019 reigniting a…
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What is the Impact of Retiring in a High-Income Tax State?
Much goes into crafting a detailed retirement plan. We account for income, expenses, unexpected healthcare events, annual home maintenance, travel, etc. A good plan gets…
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Could the 2020 Election Derail the Stock Market?
Everywhere we turn people are convinced the presidential election adds a layer of uncertainty to the financial markets. Depending on your politics, the election could…
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Predicting the Next Recession
If we tracked the most commonly asked client question over the past six months, a variation of “when is the next big recession coming?” would…
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Are you Paying for Services NOT Rendered?
You have a huge landscaping project in front of you. While you’ve done some basic lawn care in the past, this project will require the…
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