People set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer assets to their heirs. Simply put, a Trust is a legal arrangement…
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Do You Need a Trust?
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 moreThe One-Page Challenge
According to a 2018 Cerulli study, 42% of investors either believe their financial advice is free or they have no clue how much they pay….
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Calling it off with 5-2 Offsuit
You’re mentally exhausted. It’s getting late and you’re on the tail end of a 12-hour marathon poker session. You’re down for the evening and desperately…
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Mr. Bond and Mr. Market
Mr. Bond has been in a dark place. He’s back on the bottle, hasn’t showered in days, and has been sleeping in a dumpster. Mr….
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Ultimate Transparency
Free from pretense or deceit Easily detected or seen through Readily understood Characterized by visibility or accessibility of information especially concerning business practices Source: Merriam-Webster…
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What I’ve Learned Over My 15 Year Career
We started every day the same. Our team of “financial planners” gathered in a vast conference room with a sprawling white board at the front….
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BBB Rated Movie
“U.S. corporate debt has climbed to roughly 46% of gross domestic product, the highest on record” – Rachel Louise Ensign, Wall Street Journal We wrote…
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How to Punt Stacks of Cash to Uncle Sam
“The collection of taxes which are not absolutely required, which do not beyond reasonable doubt contribute to the public welfare, is only a species of…
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Let’s Talk Stock Buybacks
“I never allow myself to have an opinion on anything that I don’t know the other side’s argument better than they do.” – Charlie Munger…
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