“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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Can High Dividend Stocks Replace Paltry Bond Income?
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read moreWhat 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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Should I Just Buy the S&P 500 in Retirement?
We were sitting outside on a beautiful late summer Portland day. I was having a spirited conversation with a retired prospective client who was working…
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Is Anyone Bullish on the Stock Market?
We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Should you Act on Big Down Market Days?
“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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Simple Doesn’t Sell
“Complexity gives a comforting impression of control, while simplicity is hard to distinguish from cluelessness.” – Morgan Housel, The Collaborative Fund As financial markets flare…
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