Do You Need a Trust?
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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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...
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The 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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