“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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Is Your Wealth Manager Overweight Equities?
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 moreHow 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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Fool Me Once, Fool Me A Billion Times
“You don’t have to be the biggest to beat the biggest.” – Ross Perot Raymond owns a small independent advisory firm (RIA) in the Portland…
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The Fed’s About-Face
Just a year ago, the consensus was for the Federal Reserve to methodically increase interest rates to “normal” levels. As of this writing (7/9/2019), the…
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The Most Interesting Charts in the World
Our inbox is bursting with mid-year reviews, commentary, and predictions for the rest of the year. The blitz of content ranges from thought provoking to…
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The Unspoken Costs of a Doomsdayer
My Uncle Joe is absolutely convinced the market is going to crash. He’ll seek me out at family gatherings and say things like; “Washington is…
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Fee Schedule Trickery
“Everything should be made as simple as possible, but no simpler.” Albert Einstein The further removed we get from the traditional wealth management machine, the…
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