From the Engine Room: Q4 2019
Eliminating Stress with a Plan & Gratitude a“Nothing can stand up to gratitude. There's no negative emotion -- not fear, not self-doubt, not sadness, and certainly not anger -- that can survive exposure to [...]
Eliminating Stress with a Plan & Gratitude a“Nothing can stand up to gratitude. There's no negative emotion -- not fear, not self-doubt, not sadness, and certainly not anger -- that can survive exposure to [...]
Discovering the Truth If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go [...]
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. n Trying to answer these questions may [...]
The Truth in Silence When it comes to making financial decisions, how do you know what is "noise" and what is substance? Even educated judgments can be very “noisy,” and that’s before we even [...]
Danger: The Flood of Information Did you know that of the 2,786 equity (stocks) mutual funds in existence in 2004 that only 51% of those funds still existed at the end of 2018? This [...]
A New Year's Resolution for Health and Wealth: Focus on the Inside Value We have all been programmed to think the way we do about investing through the hypnotic messaging of Wall Street, Bank [...]
Globalization…an Emerging Story When building a globally diversified investment portfolio it is important to note that the portfolio's higher returning securities will be muted by the lower returning securities, and vice versa, in any [...]
Overall, the second quarter of global market activity was accompanied by a lot of the same headlines as Q1. Volatility surged on, trade wars were fought, data privacy rights were scrutinized and the internet [...]
Kiddie Taxes: New Rules for 2018 Like many other tax rules under the new regime, the kiddie tax rule has undergone some changes in 2018. For those of us who are unfamiliar with the [...]
The first quarter of 2018 was accompanied by our old friend volatility, regardless the numbers are in. Fix your eyes on the quarter ending results of the global capital markets from your trusted advisors [...]