OUR WEALTH MANAGEMENT BLOG
Is Inflation Closer to 10% per Year?
Almost 50% of all US Dollars in circulation were printed in 2020 Let’s back up...In 2008, the Federal Reserve added about $2 Trillion (with a T) to the financial system. Avoid global contagion meltdowns. Avoid the next Great Depression. Avoid turning into Japan. Avoid...
When is it okay to do something that “doesn’t make financial sense”?
Definition of “it doesn't make sense financially”: “Choosing against conventional financial wisdom, or for a financial outcome that will probably (based on traditional financial education, history, probabilities, calculations, or simulations) leave you with LESS...
What Next? A Harvard PhD Virologist Interview on the Coronavirus
On March 12th at 3PM MST, I had the privilege of speaking with Dr. Michelle Arnold, a virologist who earned her PhD from Harvard. In her current role, she works at LSU Health in Shreveport as an Assistant Professor of Microbiology and Immunology. Michelle does not...
You’re not thinking; you’re just being logical
As Niels Bohr (Danish physicist, philosopher and Nobel Laureate) apparently once told Einstein, ‘You are not thinking; you are merely being logical.’ With apologies to logic (and my overly stoic friends) Sorry Seneca, Aurelius, and Aristotle, humanity’s greatest...
The BEST Investment Newsletter
This post was inspired by investors who tell me they use a newsletter to pick stocks, that diversification is for losers, and it's easy to beat the market. Here's a case study in what happens when you follow financial newsletters sent straight to your front door....
“The market” is NOT your portfolio
Years ago, a client sent me an e-mail. It simply stated: “Us down, the market up, why?” Why am I underperforming the ubiquitous “market”? I blame financial media. Fox. CNBC. MSNBC. Barron's. Bloomberg. Money. Forbes. Dave Ramsey. Suze Orman. All of ‘em, for giving...
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FREE Exercise: Find What REALLY Keeps You From Achieving Your Financial Goals.
Because do you really care about saving taxes or making more money if you can never BE, DO, OR have what you want in life? Sorry, what’s the point? Remember. YOU had a dream...Remember the moment? Then... Doubt. Resistance...Stephen King scary...
2021 Road Map – Getting Better – For Our Clients
“Less than half (47%) of the Fortune 500 companies spent anything substantial on R&D, in 2018” While they may be profitable...these companies are at the greatest risk from new competitors, startups, changing customer demands and market shifts.” Top 1000 companies...
MARGIN – 2020 Client Successes
2020 - Year Two: Surviving To Thriving Let me catch you up From 2018 to 2019, cease and desist (ex-employer) lawsuits hit my door-step as I was brining our Thanksgiving turkey; old clients who referred to me as their “son” stopped answering my calls; immediate family...
Is Inflation Closer to 10% per Year?
Almost 50% of all US Dollars in circulation were printed in 2020 Let’s back up...In 2008, the Federal Reserve added about $2 Trillion (with a T) to the financial system. Avoid global contagion meltdowns. Avoid the next Great Depression. Avoid turning into Japan. Avoid...
When is it okay to do something that “doesn’t make financial sense”?
Definition of “it doesn't make sense financially”: “Choosing against conventional financial wisdom, or for a financial outcome that will probably (based on traditional financial education, history, probabilities, calculations, or simulations) leave you with LESS...
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