Your Wealth Manager Just Posted Record Profit Margins
“Your margin is my opportunity.” – Jeff Bezos, Amazon It was a dreary fall evening. It must have been a Tuesday or Wednesday because there…
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Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
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Can High Dividend Stocks Replace Paltry Bond Income?
“We should target high dividend payers because bond yields are offering nothing.” – Random investors everywhere. U.S. bond yields have plummeted in 2019 reigniting a…
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What is the Impact of Retiring in a High-Income...
Much goes into crafting a detailed retirement plan. We account for income, expenses, unexpected healthcare events, annual home maintenance, travel, etc. A good plan gets…
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Could the 2020 Election Derail the Stock Market?
Everywhere we turn people are convinced the presidential election adds a layer of uncertainty to the financial markets. Depending on your politics, the election could…
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Predicting the Next Recession
If we tracked the most commonly asked client question over the past six months, a variation of “when is the next big recession coming?” would…
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Are you Paying for Services NOT Rendered?
You have a huge landscaping project in front of you. While you’ve done some basic lawn care in the past, this project will require the…
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Should I Just Buy the S&P 500 in Retirement?
We were sitting outside on a beautiful late summer Portland day. I was having a spirited conversation with a retired prospective client who was working…
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Is Anyone Bullish on the Stock Market?
We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Should you Act on Big Down Market Days?
“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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