Hello Volatility, My Old Friend

Hello Volatility, My Old Friend

Well, that was another interesting week in the market.  It seems our old friend volatility has returned.  It has been nearly two years since we have seen real volatility and it sure returned in a vengeance.  I saw one piece ...

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Health Savings Accounts – Retirement Secret Weapon

Health Savings Accounts – Retirement Secret Weapon

Health Savings Accounts (HSAs) have been around for some time.  These accounts have a bit of a bad reputation as qualifying means you are in a high-deductible health insurance plan (HDHP).  However, beyond having higher deductibles these types of accounts ...

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Ugly Week Market Thoughts

Ugly Week Market Thoughts

First, I really do not like sending out these types of emails.  I do them when I think it is necessary.  Hearing from me twice a week is usually more than enough for most people and you already heard from ...

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What’s Up With the Down Dollar?

What’s Up With the Down Dollar?

I’m interrupting this week’s planned article on HSA’s (Health Savings Accounts) to talk a bit about what has been going on with the US Dollar (dollar).  The dollar has been moving down the past year, but some comments out of ...

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Stay Humble With the Market

Stay Humble With the Market

Let’s talk about the market.  The market is on the third longest streak without a 5% correction.  It is now up over 50% since mid-February…2016!  Through the end of last week the market has experienced its best start since 1987.  ...

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What’s In a Name – Crypto Edition

What’s In a Name – Crypto Edition

I wrote some time ago about how much names matter when it comes to investing.  Someone asked me recently how I came up with my firm name.  It was quite a bit of brainstorming and I was initially going to ...

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2017 Year End Market Notes

2017 Year End Market Notes

Well, the year has closed and year-end data is now out.  Let’s take a look at some of the highlights.  Feel free to share it with anyone you think will find it of interest.  Or, you could just memorize it ...

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ETFs, Tax Losses and Wash Sales

ETFs, Tax Losses and Wash Sales

Do you feel like getting a little more technical this week?  I am going to share a tip most people, even advisors, don’t know of.  It all revolves around ETFs, tax-loss harvesting and ETFs (Exchange Traded Funds).  Let’s begin at ...

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What are the Final Steps Toward Retirement?

What are the Final Steps Toward Retirement?

I get questions regularly on what are the steps someone needs to take once they decide to retire and how long should they plan to complete them.  I figured I would share some thoughts based on my experience over the ...

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Bitcoin, Cryptocurrencies and Blockchains

Bitcoin, Cryptocurrencies and Blockchains

With all the bitcoin mania going on right now I realized I never touched on this topic, at least outside of a breakfast discussion a few months back.  Let me share some quick information on bitcoin, cryptocurrencies and blockchains.  Please ...

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