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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...
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  • Market Commentary
8 Signs Your Family Will Fight Over Your Estate post image
8 Signs Your Family Will Fight Over Your Estate

This is a guest post from our estate planning partner Everplans.  In our effort to provide value beyond investment management, we will occasionally feature content from…
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Q1 in Pics: The Dust Settles

“The S&P 500 hasn’t seen a down quarter since Q3 2015. The S&P has also seen positive returns in 19 out of the past 20…
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My Advisor Doesn’t Charge Me a Fee

I’ve heard a variation of the above statement five times within the last year.  I’ve had enough. You know the saying, if it’s too good…
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The Mystic of Rising Interest Rates post image
The Mystic of Rising Interest Rates

“Nobody likes high interest rates.” – Chanda Kochhar, CEO of ICICI Bank Interest rate prognostications have taken on a life of their own.  Like a…
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Decoding Your Brokerage Statement

“Your brokerage statements suck” – Barry Glassman, Glassman Wealth The way we consume information has been turned upside down with the internet, smartphones, social media,…
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Want More Yield On Cash?

The most common question we have received in the past nine years goes something like this; “How can I generate more interest on cash?” Up…
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Tariff Gamesmanship?

On March 1, 2018 President Trump unexpectedly announced tariffs on imported steel and aluminum.  The threat of a global trade war sent the S&P 500…
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Gems from Buffett’s 2017 Letter

“There are three ways to go broke: “ladies, liquor and leverage”– Warren Buffett, quoting Charlie Munger during a recent CNBC interview. Warren Buffett recently penned…
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Back to Normal

“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future.  We will enjoy the quiet while…
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