Don’t Be Like Ron Wayne

Don’t Be Like Ron Wayne

Have you ever heard of Ron Wayne?  Every once in a while his name pops up on my Twitter feed.  The story is he worked with Steve Jobs and Steve Wozniak to help develop Apple.  In 1976 he sold his ...

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Investment Tips from The Breakfast Club

Investment Tips from The Breakfast Club

My older son is interested in some type of career within the film industry.  While he loves comic book movies, I do my best to expose him to some of the best movies from when I was growing up.  And ...

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Asset Allocation Has No Value

Asset Allocation Has No Value

We are putting our house on the market.  As a part of all the preparation we are going through our clutter.  I came across a huge container filled with all kinds of music CDs in our basement.  My wife asked ...

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My First Year in the Business

My First Year in the Business

Tuesday’s email was a bit serious, so today we are going back in time, to the first year I was in the financial advising business at Merrill Lynch.  I thought it might be worth sharing a few stories.   First ...

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The One Estate Planning Document You Must Have

The One Estate Planning Document You Must Have

When I was a new advisor I learned the hard way, there is one legal document every adult need, regardless of your personal situation.  It is the financial power of attorney (POA).  While it is a simple document to have ...

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Tax Reform Impact on Most of Us

Tax Reform Impact on Most of Us

When I saw the one-page “tax reform” plan the White House released yesterday I was reminded of an old Calvin and Hobbes comic.  Specifically, Calvin’s presentation on bats.  Some of the best parts of his “thorough” presentation included putting it ...

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Massive Change to Taxation of 401ks?

Massive Change to Taxation of 401ks?

I saw an article this weekend and it caused me to start taking deep cleansing breaths.  Inhale through the nose and exhale through the mouth.  I kept repeating this and did my best not to bang my head against my ...

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How to Make Financial Planning Available to All

How to Make Financial Planning Available to All

If you read my stuff you know I believe clients paying for financial advice based on assets under management (AUM) is not the best model to serve all interested clients.  Yes, I am biased because I shifted from an AUM ...

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Market Thoughts – April

Market Thoughts – April

Some quick market thoughts on this tax day. Recent Pullback in the Market Explanation – The last few weeks the market has been struggling a bit. As always, there have been many opinions as to what caused it – geopolitics, ...

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Book in Hand Equals Never Wasting Time

Book in Hand Equals Never Wasting Time

Since the market is closed Friday I thought I would share something different, which is simply some books I have read the past couple of months.  I believe in Charlie Munger’s expression that as long as I have a book ...

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