A Wild Week’s Wrap Up

A Wild Week’s Wrap Up

I don’t usually write a weekly wrap-up, however, this has not been a usual week by any stretch of the imagination.  It is Thursday around lunchtime and below are some quick thoughts.   Man, I may have a future as ...

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Market Thoughts – String of Negative Days

Market Thoughts – String of Negative Days

It’s early Sunday afternoon and I wanted to share a few quick thoughts regarding the market since we have had a run of negative days. First, I will say being down 9 days in a row does constitute a lack ...

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Teachers, Non-Profits, 403b Plans and Sales

Teachers, Non-Profits, 403b Plans and Sales

Over the years I have heard jokes about advisors who hung out in teachers’ lounges supplying them with breakfast treats while they filled out enrollment forms for 403b plans.  I always took this as not being that accurate until I ...

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Manage Wealth Like the World Series

Manage Wealth Like the World Series

I was fortunate enough to attend the first World Series game last week.  A friend called me on Monday night and said he had an extra ticket.  There was no way I was passing on this opportunity.   Our seats ...

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Whack a Mole and Big Hair

Whack a Mole and Big Hair

I grew up in Cuyahoga Falls and there was a video game arcade called Funsville a mile or so from my house.  My friends and I would meet up there because it was where all the cool kids hung out ...

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Is The Premium Worth It?

Is The Premium Worth It?

In case you did not know, I am rather careful with my money.  When I need to buy a product I often do research to find the best quality at the best price.  I have been doing this as long ...

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Top 10 Keys to a Successful Retirement

Top 10 Keys to a Successful Retirement

As a CFP® who specializes in working with people nearing or in retirement, I often get asked what are the most important things to know.  At the same time, I have been asked by several people to write a Top ...

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Trump, Taxes and Lost Opportunities

Trump, Taxes and Lost Opportunities

Alright, I never write about politics and for someone who is rather apolitical I struggled with writing this commentary on the whole tax return issue with Donald Trump.  However, as someone who has a Master of Public Administration degree and ...

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Retirement Done Right – There Are No Do-Overs!

Retirement Done Right – There Are No Do-Overs!

Let’s be honest.  There really are no do-overs in retirement. Once you hit retirement your traditional income sources are no longer there, and as such, there is a need to be extremely prudent and efficient in not only the ways ...

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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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