whyweplan blog
(866) 77-WEALTH
Let the Congressional Sausage Making Begin!
Date: November 9, 2012
|
Posted by:

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 […]

Read more
Election Analysis – Tax and Budget Plan Comparison
Date: September 20, 2012
|
Posted by:

With the election forthcoming, many people are confused about each candidate’s proposed tax and budget proposals and, more importantly, where the two candidates differ in their proposals.  The Tax Foundation put together the following chart detailing each candidate’s proposals.  The chart also shows the recommendations of the Simpson-Bowles Commission, which was established by the President […]

Read more
Tax Gain Harvesting?
Date: September 7, 2012
|
Posted by:

While the hype may very well prove to be accurate, there are simple steps that can be taken to avert the issue altogether.  However, that is a topic for another day.  Today, we are going to focus on one aspect of the “cliff” and discuss how you might prepare for it.  As many people know, the […]

Read more
2012 – What Now?
Date: July 25, 2012
|
Posted by:

Now that we have made it to the halfway point of 2012, it is instructive to look back at the first half of the year and focus on how one might look at things going forward.  As always, I also want to provide some perspective that you may not be getting elsewhere. This year, the […]

Read more
Investing for these “certain” times
Date: June 21, 2012
|
Posted by:

It occurred to me the other day that this environment reminds me of 1999 in reverse! Back then, people were “certain” they knew the direction that stock prices were headed, just as they are now. Of course, back then, they “knew” it was headed higher, much higher, and now many expect them to go lower. […]

Read more
Relying on the Media – Viewer Beware!
Date: April 4, 2012
|
Posted by:

As long-time clients and readers know, we routinely try to explain that contrary to what many believe, the purpose of the media is NOT to educate and inform but rather the purpose is to sell advertising space. The Trayvon Martin shooting has dominated the news for weeks.  While we still may not know the truth about what happened […]

Read more
The Coming Crisis…
Date: March 2, 2012
|
Posted by:

We don’t know what the coming “crisis” will be. We only know that there’s always a “crisis” right around the corner.  Just like “Breaking News”, it has to be something.  We’ve been in a bit of a calmer period the last couple of months. Sure, there have been issues out there but none that has […]

Read more
Making Sure their Agenda Doesn’t Become your Reality
Date: February 9, 2012
|
Posted by:

Many of you are familiar with our frequent reminder that we do not believe “it’s different this time”. Indeed, as avid economic and investment historians, one of our strongest beliefs is that history repeats with startling similarity. Though some minor details may change, human behavior is remarkably the same, decade after decade. That said, there […]

Read more
It Doesn’t Have To Be A Roller Coaster Ride!
Date: December 12, 2011
|
Posted by:

If you like roller coaster rides, 2011 has been your year.  There were some 232 trading days between the start of 2011 and December 1, 2011.  Of those, 36, or a whopping 15.5% were 200+ point days on the Dow – either up or down.  With roughly 21 trading days in the average month, that means […]

Read more
Armageddon or Opportunity?
Date: December 5, 2011
|
Posted by:

Have you heard the rumor – the world is about to end (again)?  The rumor has been pretty consistent for the last few years.  For some reason, though, the world simply does not want to comply. We all know the problems.  European governments have made promises that they cannot keep and are being forced into […]

Read more