Clients and regular readers of this blog know that I believe that knowledge (“tecknowledgey”) is accelerating. As we collectively learn more and more about our world, new life-improving possibilities come into view virtually every day. (Sort of a pun there.) Some are truly life changing, some less so, but significant just the same. I would take just a few minutes of your… Read more →
2017, A New Year Begins!
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 →
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 →
A Bit About Tech and Security
Last week I attended a lecture on the investment implications of the rise of political populism. The lecture was delivered by the Head of Research and Investment Strategy at a large global asset management firm. The content of his presentation was excellent, and he was an expert and insightful presenter. And, he was speaking to me from London, England, arguably… 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 →