I read various financial writers and subscribe to multiple sources of information, hoping to continually improve the services we offer our clients. One such writer is James Liu, CFA. James is the founder of Clearnomics, a company that provides economic insights to financial advisors. Today, James sent information for investors to consider regarding the arrest of Venezuelan President Nicolas Maduro.… Read more →
Category: Investing
Yearend Numbers, December 2025
As 2025 comes to a close, here are some key numbers for your consideration. Over the past 16 years, the investment asset category delivering the highest total return has been US large-cap common stocks, averaging 15% per year, which is a significantly higher rate than the long-term average of the S&P 500. The excess return is driven primarily by the… Read more →
April 2024
Unlock the power of AI in financial and retirement planning. Discover how autonomous vehicles and AI innovations are reshaping the way we travel. Read more →
January 2024
We’re back! Actually, we’ve been here all along. It’s just that I haven’t posted to this blog in a while. Not because there haven’t been things to say, quite the opposite. Much has happened, and there has been much that I have wanted to say. But time for writing has been usurped by more urgent duties. One such urgent duty… Read more →
AI, IM and SSA
No doubt when your news feeds have not been focused on domestic polemics, Canadian wildfires, unusual flooding, record setting heat, or Taylor Swift’s latest tour you have noticed that artificial intelligence (AI) is getting some attention. Of course, AI has been a discussion topic for decades – I first wrote about it in this blog almost ten years ago –… Read more →