A Rocky Road to a Bright New Year
Despite the pain wrought by the virus, there is finally a light at the end of the tunnel. The virus forced many of us in the investing world to become armchair…
Stuck in the Middle with You: Clowns & Jokers
Thinking about this post, the Stealers Wheel classic kept coming to mind. We seem to be at the natural half time of the COVID pandemic, medical experts have been consistent in…
Watching the COVOID Weather
It’s been noted that 2020 reads like a Stephen King novel, and that doesn’t seem too far off base, Mr. King has even said as much. It was tempting to…
Coronavirus: To Sell or Not to Sell? (Mostly, Not)
The markets call things like the coronavirus black swan events. That thing with a very small chance of happening, but with a big impact in terms of humanity, markets, and…
Holiday Reading List
Over the holidays many of us will spend some time curled up with our devices in a food coma, or using our devices to avoid an awkward conversation (introverts, I’m…
Beware the Annuity in Your 401(k)
We’re seeing a rise in annuity or income products offered as “investment” options in 401(k) plans. While investing with a guaranteed return may sound attractive, many of us should think…
Tax Efficient Charitable Giving
Heading into fall, with the holidays right around the corner, many of us begin thinking about our year end charitable giving. Changes to the tax code that went into effect…
Your Employer is Confused Too
While looking at some research on the Stanford Center on Longevity website, I came across an interesting white paper with the wordy title: Beyond Defaults:Using Behavioral Economics and Psychological Science…
The Inflation Mystery
The March blog post offered a scenic tour of GDP, and why it’s an important economic measure for investors. Let’s continue the economics theme with inflation, which also gives us a…
