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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Are you Paying for Services NOT Rendered?
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreShould 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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Is Your Wealth Manager Overweight Equities?
“Pay attention to what they do, not what they say.” – Anonymous I was perusing a research note from another financial institution on their portfolio…
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How Common are 5+% Pullbacks?
A client asked me what our crystal ball was saying after the turmoil this week. It’s impossible to know what happens next, but it did…
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How I’m Personally Invested
I give people advice about what to do with their money. Therefore, you have a right to know how I personally invest, and my attitude…
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All-Time High Retirement
The year was 2007. Bob had been with the same company for 30 years. He had diligently saved throughout his career, paid off his house,…
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