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Latest From Our Blog

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Inverted!?!

It’s hard to miss the financial press’ recent headlines about the inverted yield curve, which (we are told) inevitably signals our next recession. Given the financial media’s history of blowing things out of proportion, I went to the original source of this indicator to discover what his research is really telling us.

Insights Investments
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Tooth Fairy Cuts

Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!

Insights
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Quoted

I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.

Insights Planning
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Two Sides

Whenever the markets show weakness, “tactical traders” are featured on various financial programs often telling stories about the importance of avoiding big losses. The buy and hold investor tells the opposite story about the pain of missing out on gains. Neither story is fair.

Investments Insights
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My Favorite Money Saving Tools

I love playing around with various tools that claim to save time or money. Unfortunately, most are not worth the hassle. I thought I’d share three sites/tools that I’ve used successfully over the years. Between them, I’ve saved thousands of dollars and had great experiences.

Insights
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Speaking About Fixed Income

I have been invited to speak at the “It’s Your Money!” seminar series several times over the last 10 years. This month I was asked to teach their Fixed Income Investing course. Fixed income investing is admittedly not the most exciting topic, but it's one of the more important ones in the series.

Investments
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Tech Solutions For My Firm

This month I've been asked to take part in a webinar, Must-Have Tech Solutions for Your Firm!, where another advisor and I will share information about our firms and the technology we use to serve clients. This led me to sketch down the list of programs, apps and tools I’m using every day.

Insights