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Latest From Our Blog

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With this weekend’s (March 11, 2023) news about bank failures, I’ve received more than a few questions. I thought I’d share my answers to some of the questions I'm getting.

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The University of Michigan’s US Index of Consumer Sentiment is currently at the lowest reading the survey has ever recorded. It’s clear that folks are concerned. There is a good possibility this is good news.

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Fight, Flight, Freeze?

Last week we reached "correction" territory as the stock markets touched losses of 11.7% year-to-date. Stock and bond market losses are stressful. Big declines might trigger one of the following responses: Fight, Flight, or Freeze. I use a different strategy: Rethink. This has led me to three conclusions.

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Tech Solutions For My Firm

Several years ago I took part in a webinar, Must-Have Tech Solutions for Your Firm!, where I shared information my firm and the technology I use to serve clients. This led me to sketch down the list of programs, apps and tools I’m using every day. Having these tools in my toolbox gives me an advantage in the quality of the recommendations I give to clients.

Financial Advisory Business
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The CAPE Ratio

If I could only track one stock market measure, I would use the CAPE ratio. At the beginning of 2022, the CAPE ratio was roughly 50% above its 20-year average; this does not bode well for future stock market returns.

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Advice Warren Buffett Shared With Me In My Office

I’ve been a huge fan of Warren Buffett and his partner, Charlie Munger, for more than 25 years. For obvious reasons, the 2020 Berkshire Hathaway Shareholder meeting was available online. That meant I was able to hear from "Oracle of Omaha" while sitting in my home office. Unfortunately, my excitement was gone soon after the event started.

Investing Interesting
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My Saved COVID-19 Articles

There is no shortage of coverage of the COVID-19 pandemic. Sadly, I'm finding that most of the coverage is unhelpful finger-pointing and fear-mongering. I thought I'd share several articles that I've found helpful.