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(from Seth Godin’s blog dated 4/15/2016. Click here for the original post. Seth is the author of 18 books that have been bestsellers around the world. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of...read more
In between arguments about building a wall and providing free college educations, the US trade deficit has been raised as proof that America is on the decline by both Trump and Bernie Sanders. In Portsmouth, Ohio, where I grew up, the Republic Steel factory took up...read more
In a recent meeting, a client on the east coast shared that he had prepared for this past winter by purchasing a snow blower and heated gutters as a reaction to a punishing 2014-2015 winter season. How was he rewarded for his preparation? By barely putting either to...read more
“In this world nothing can be said to be certain, except death and taxes.” We’ve all heard this before. Anytime I do, I think immediately of Brad Pitt in the movie Meet Joe Black. He plays a personified version of death – Joe Black – who comes to take the...read more
(from Robert Powell’s Marketwatch column dated 3/22/2016. Click here for the original post. Robert is the editor of Retirement Weekly, a MarketWatch premium newsletter. You can follow Robert on Twitter @RJPIII.) Most American workers think they need to save...read more
“With all the volatility in the market these days, and so much uncertainty, should we approach investing differently?” It was a question posed by a client, unsettled by current political and economic events, and concerned that his planned path to...read more
No, the title of this blog is not a typo. It’s an example of a not so subtle difference between futured and futureless languages. Keith Chen is a professor in behavioral economics at the Anderson School of Management at UCLA. More importantly to his work, perhaps,...read more
Usually when financial advisors talk about saving, we’re talking about the effort to put away money for the future. That kind of saving is paramount to the ongoing success of your financial plan, but we must admit it’s not always fun. Today we’re talking about a...read more
This week’s guest columnist, Nir Kaissar, is a Bloomberg Gadfly columnist covering the markets. He is the founder of Unison Advisors, an asset management firm. He has worked as a lawyer at Sullivan & Cromwell and a consultant at Ernst & Young. To read...read more
The current Presidential race has exhibited strong differences of opinion within both the Republican and Democratic parties. Listening to some of the candidates during the debates, it’s almost hard to believe they belong to the same party. Democratic candidate...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!