Tag: Diamandis

Healthcare, Blockchain, Quarterlies, and More.

Our financial planning clients know that one of the great concerns during financial independence (retirement) is the uncertainty regarding healthcare costs. In fact, for the past twenty years or so we have modeled healthcare costs using a 6% annual inflation rate, twice the general rate of 3%. I still recommend this, however, there is the possibility that new technologies can… Read more →

4th Quarter Investment Results and More.

Our investment management clients will now find preliminary 4th quarter reports posted in their secure folders. It was a pretty good quarter for most, with the average total return being a gain of 1.92%. The cost of living decreased by approximately 0.15%. Final inflation numbers will become available around the 20th of January. Category returns for the quarter, and the year are shown below.… Read more →