So far 2023 is looking good for investors! As illustrated in the chart below the Vanguard (US) Large Cap ETF gained 4.22% during the first two weeks of the new year. The small cap growth ETF is up 7.77%. ARKK is up 15.11% and TARK is up 31.43%. And as I write this on Tuesday, the 17th our investors are… Read more →
Category: TechKnowledgey
Treasuries, Vaccines, Anniversaries, & More
“You can get so confused that you’ll start in to race…and grind on for miles across weirdish wild space, headed, I fear, toward a most useless place. The Waiting Place.” – Dr. Seuss. When our children were young, we often read books by Dr. Seuss to them. Hop on Pop, The Sleep Book, Fox in Socks, and Oh, the Places… Read more →
What would Warren Buffett do?
One hundred eleven billion, four hundred million dollars. $111.4B. $111,400,000,000. This is Warren Buffett’s approximate net worth as of May, 2022 according to Forbes. He is the 5th richest person on planet Earth, sometimes referred to as the “Oracle of Omaha” in recognition of his exemplary success as an investor. Had you invested $10,000 thirty years ago in S&P 500… Read more →
Risk Tolerance, Inflation, DARPA & AI.
What is your risk tolerance? During the financial planning process we ask questions about – well, everything that might possibly be useful in understanding our clients as they consider their priorities, concerns, strengths, limitations, etc., etc. Specifically with regard to developing and maintaining a proper investment policy it is useful to assess our client’s risk tolerance. A relatively new idea… Read more →
IM Fees Reduced Again! And More!
“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital. Read more →