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Leverage: The Eighth Wonder of the World
I know that financial experts say it’s best to be debt free, but when it comes to paying off a mortgage, that may not be the best move. Here’s why: RECOVERING REAL ESTATE MARKET Whether or not you...
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Case Study: Stay Classy
Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened. I do not make these up, although I might embellish a bit to make the stories more interesting. That...
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Your Fears are Priced In
I have spoken to several clients recently that have said something to the effect of “I am scared of losing money in stocks…I want to move into bonds because they are safer.” I think the reason people...
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LPL Account View – Client Information
As some of you may already be aware, we have been selected to participate in a pilot program for the new Account View. On June 24, the old Account View was migrated with a newer version. We want to...
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You’ve Lost That Lovin’ Feelin’
Remember Maverick singing this Righteous Brothers classic to “Callsign Charlie” in Top Gun? Well, many experts have been singing this same tune when it comes to traditional diversification. I have...
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“We’re Half Way Theeeerrree”
If you are ever unfortunate enough to find yourself in a karaoke bar with me, you might hear me attempt to “sing” a hideous version of the Bon Jovi classic “Livin’ On a Prayer.” Well, in the words of...
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Shark Attack vs. Fear of Stocks
Great video piece describing the mindset of investors and using the analogy of a shark attack. Thank you Franklin Templeton for this – helps keep things in perspective. I am glad I saw it AFTER my...
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How to Eat an Elephant
I wrote a piece a while back about how much money it would cost to send a newborn child to school. The original is here. Consider this the quick update. How does one go about eating an elephant?...
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The Doomsday Dozen
I do a lot of reading about the financial business, as that is part of my job. What I inevitably find is that there are smarter people than me predicting a major stock market RUN, and smarter people...
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Mid-Year Outlook 2013
Excellent piece by LPL Research outlining what to look for in the second half of the year. Thanks guys!
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Lego Life Lessons
It had been a long, horrific week. Clients were upset and nervous, almost “panicky” as they saw a second straight month of negative returns on their bond portfolios. I hadn’t slept well all week, and...
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Truth & $hare: 8/8/2013
Time to introduce a new feature on the blog – Truth & $hare. Lots of times I get asked “did you see that article in the WSJ? What do you think about it?” In this new series I will provide color...
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Fiduciary Debate
Inside the investment industry, a type of civil war is raging. Advisors vs Brokers. Fiduciary vs Suitability. I think this whole argument is ridiculous. Here is what is happening in layman’s terms:...
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Dollars & Absence
There is a weird thing that happens when you haven’t seen someone in a long time. ANY changes that have taken place with regard to their appearance become amplified. You immediately notice, and...
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Truth & $hare: 9/10/2013
*Lots of times I get asked “did you see that article in the WSJ? What do you think about it?” In this series I will provide color commentary to articles I have read recently. Sometimes agreeing with...
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#Hashtag
Let me be clear – if you ever mutter the word “hashtag” audibly, you should be the brunt of a prison riot. For those that do not know, the hashtag is this: # It is a commonly used symbol on Twitter,...
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Greatest of All Time
Your browser does not support iframes. There have been so many articles written about Mariano Rivera’s pending retirement, that I won’t even try to say something new. It has all been written. The one...
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Take a Deep Breath
Hi folks…I know you are scared. You are scared about the government shutdown, and what it might mean for your money. How do I know this? Well, lets just say that managing money for over 400 families...
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Rebalancing Revisited
As we approach the end of the year, many things are probably at the top of your list: shopping, a winter vacation, charitable giving, etc. Well how about a rewarding gift you could give yourself,...
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Play On Playa
This idea started after a conversation with a good friend of mine. This person is an MVP for his company. Most Valuable Player. He not only completes his job description with passion…he does more....
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