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The Market is at a Record High! So, What Should We Do Now?
Date: December 30, 2013
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As we have often discussed, “Two Great Fears” drive most people’s investment decisions. The “Fear of Loss’ is the most powerful, but the “Fear of Missing Out” can be pretty potent too. Remember the rush to buy more real estate? For most of you only one is present at a time but we have always […]

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All I Want For Christmas is the S&P!
Date: December 2, 2013
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Did you know that the S&P 500 (a stock index of primarily large U.S. corporations) is up about a bazillion percent this year? (Yes, that is a technical term). Like the kid who sees that commercial for the cool new toy, you might be thinking that all you want for Christmas (or Chanukah, Kwanzaa or […]

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Shut Up and Shut Down
Date: October 2, 2013
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While traveling across the country recently, I was afforded the “opportunity” to view several news networks, whose misinformation is broadcast incessantly throughout airport terminals and lounges. Finding myself unable to stop commenting aloud at some of the commentary, I had to resort to using headphones and listening to music. What put me over the top […]

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Bonds? We Don’t Need No Stinkin’ Bonds — Or Do We?
Date: August 27, 2013
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It seems as if more and more people are beginning to beat the “sell your bonds” drum.  The argument is simple: bonds are at the end of a 30-year bull market, and rising rates going forward will present a treacherous environment for bond holders.   So, should you own any bonds at all?   Before […]

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Musings from the High Seas
Date: July 11, 2013
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Cruising to Alaska with 85 of your “closest friends” is a great way to gain perspective. Having just returned, I thought I’d take a moment to share some of those insights. For those of you who haven’t yet joined us on one of the 9 “Good Life” cruises, we typically take a break from the […]

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Is It Too Late?
Date: February 15, 2013
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It has been said that the shortest measurable amount of time is the period between when the average investors think it’s too soon to get back into the stock market after a decline, and when they think it’s too late. Though this has often surprised and sometimes amused us throughout the years, we didn’t want […]

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Fiscal Cliff?
Date: December 27, 2012
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Due to recent events, we decided to temporarily delay the conclusion of our three-part series on long-term optimism.  Rest assured that our optimism has not wavered.  We do at this time, however, feel compelled to add a couple of thoughts relating to our nation’s current fiscal issues.   You’ve got to hand it to the […]

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We Are Optimistic (Part II)
Date: December 14, 2012
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In the first part of this piece (click here to read Part I), we took a look at the last century and marveled at how much the standard of living has improved despite the fact that we had a shift in global leadership (to the U.S.), wars, recessions and numerous other challenges.   Today’s discussion […]

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We are Optimistic (Part I)
Date: November 30, 2012
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The election is over and, based on recent news, it appears that it may be politics as usual in Washington.  In our last Why We Plan, we touched upon our expectations for the short-term (click here to read that piece). Despite the potential for additional near-term dysfunction as we deal with our fiscal issues, we […]

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Let the Congressional Sausage Making Begin!
Date: November 9, 2012
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The election is finally over!   Regardless of whether you are celebrating or mourning Tuesday’s outcome, there is one concern that nearly everyone shares: what does the election mean for my financial plan?   Longer term, history tells us to be optimistic.  In fact, we are putting the final touches on a piece discussing our long-term optimism. In […]

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