Well, here we are at the beginning of another new year! Yay! If you haven’t scheduled your 2017 personal financial planning appointment yet, let me suggest that you do so now. Just click this “Schedule 2017 PFP Appointment” link and follow the prompts to choose a convenient date and time. “Winging it” is easy, but usually does not lead to… Read more →
Author: Carl Goodin
Inflation, Interest Rates, Capital Losses and Thanksgiving
Some of our clients will notice that we have sold some of their bond positions in their IRA accounts. This is in anticipation that inflation, and interest rates will likely be increasing some during the next several years. Also, some of our clients will notice that we have sold some of their positions in taxable accounts. This is to realize certain capital… Read more →
Third Quarter 2016: Another Good Quarter
Our asset management clients all experienced investment gains during the 3rd quarter, the average being +3.62%. In all cases, we have maintained a substantial portion of the portfolios in low risk investment classes, like TIPS, short duration bonds and cash, because we continue to fear a substantial downturn, even as we have enjoyed a good year so far. The average return… Read more →
A Very Quick Note
As of the time of this writing, slightly more than halfway through this calendar quarter our clients’ investment accounts have gained 3.51% on average, a very good quarter so far! Read more →
Safer Cars and Less Safe Pensions.
First a bit about safer cars. If you have read my blog posts you know that I expect transportation to change dramatically during the next 5 to10 years. I expect costs to be substantially reduced. I have mentioned the Uber effect. I have mentioned my niece in Chicago who uses Uber to get around town. I was with her recently, and she… Read more →