A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump’s recently appointed Director of the National Economic Council said the following in response to a question during an interview published in Townhall.com on May 5,… Read more →
Category: TechKnowledgey
Now Women, That’s A Whole ‘Nuther Thang!
Now women, that’s a whole ‘nuther thang! — Keb’ Mo’ Keb’ Mo’ is a blues singer, a Grammy Award winning blues singer. Like most blues singers he writes songs that are unpretentious, down to earth. Songs like the one named above. Question: Very interesting, Carl, but what does that have to do with my financial plan? Answer: It might have… Read more →
Our investors have done well!
Our investors continue to gain on inflation! During the third quarter of 2017 our investors’ portfolios have increased in value by an average of 4.12%. The annualized return for our investors during the past 5 years has been +5.31%. The precise rate of inflation during the past 5 years is not yet known, but a good estimate would be about… Read more →
An Excellent Last 12 Months for Investors
The past 12 months ending February 13, 2017 have been particularly good for our investors, the average return being +17.34%. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash flow specific and is net of all fees and expenses. It represents the average return experienced by our investors during the period.… Read more →
Quick Note Jan 24, 2017 – Investment Management Reports, New and Amazing
Final investment management reports for the fourth quarter of 2016 are now posted. Read more →