Past Performance and the Movies

Past Performance and the Movies

Ghostbusters.  Arthur.  Carrie.  The Magnificent Seven.  The Karate Kid.  Ben Hur.  Point Break.  Red Dawn. Poltergeist.  Have you guessed what all of these have in common?  Yes, they are all movies.  They are also movies that have been remade.  The ...

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Why Financial Advisors Hate Me, But My Clients Love Me!

Why Financial Advisors Hate Me, But My Clients Love Me!

This is a rather in-your-face statement, however, I firmly believe it to be true.  When I launched my own retirement planning firm with my flat-fee model I quickly learned many of my “peers” do not care for my model.  I ...

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Things I’m Pretty Sure Of!

Things I’m Pretty Sure Of!

I read a column recently from Morgan Housel in the Wall Street Journal.  It was titled: “Things I’m Pretty Sure About.”  It was a really solid column where he hit a lot of points covering areas from meetings to companies ...

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Portfolio Rebalancing for Better Returns!

Portfolio Rebalancing for Better Returns!

School is back in session!  As part of the back to school preparation I am sure there were lots of haircuts over the last few days.  Years ago I heard a financial advisor trainer compare rebalancing an investment portfolio to ...

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Elections and Markets – What History Tells Us

Elections and Markets – What History Tells Us

With the start of the Republican Convention this week and obviously a big election cycle this year, I thought it would be worth taking a look at market results and elections.  For years I have heard various versions of which ...

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Pokemon Go – Summer Fling or Start of Something Great?

Pokemon Go – Summer Fling or Start of Something Great?

You’ll have to forgive me for not having a podcast ready this week.  I was too busy with my Pokemon Go tasks that I was just too busy.  Actually, I am finalizing a podcast but wanted to share this update ...

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The S&P 500 Roller Coaster

The S&P 500 Roller Coaster

Every summer my sons and I go to Cedar Point.  We do the major rides as we all thoroughly enjoy roller coasters and the rides where we “lose our stomachs” like Maxair and Skyhawk.  Unfortunately, I am the only one ...

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Early Morning Thoughts on Brexit

Early Morning Thoughts on Brexit

I wanted to take a few minutes and share some thoughts on the approval of Brexit. I am writing this shortly after 7AM Friday. • The S&P500 is down about 3.75% right now. This is 2+ hours before the US ...

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Do You Know Your Why? Let Me Share Mine.

Do You Know Your Why? Let Me Share Mine.

I wanted to take this week’s commentary and share a bit of my Why.  In the past week I have had three people ask me why I launched my firm and why this unique flat-fee model.  It dawned on me ...

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Roll Your 401k? Maybe You Shouldn’t.

Roll Your 401k? Maybe You Shouldn’t.

Wait?  Am I really giving advice contrary to everything you have heard from the financial services industry that as soon as you leave a job you must immediately bust a move and roll your 401k (or 403b or 457 or ...

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