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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“I’ll Just Buy Amazon Stock”
Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of the Baltimore-based investment firm that bears his name, wrote an essay in 1937 titled, “Change...
read moreYour 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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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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