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When Robinhood takes money from the not-so-rich
By now you’ve probably heard all about social media putting one over on the big hedge funds by purposefully jacking up the stock price of companies like GameStop. The members … Read More
Robinhood’s Not So Merry Men and Women
By now, the online mobile stock trading platform Robinhood has become part of everyday conversation. As of 2/1/2021, a Google search of Robinhood returns a staggering 225M hits! If you read many of the … Read More
What to Do About the High Cost of Investment Income
The average cost to generate $1,000 in income from a 50/50 balanced portfolio historically has been about $25,000. Today, $1,000 of income costs approximately $80,000 from a balanced portfolio and briefly exceeded $150,000 for bond investors in 2020. The rising cost of portfolio income is a global phenomenon. Read … Read More
Trust Fund Woes
The changes in Social Security benefits and taxes for 2021 were a bit controversial. Benefits will rise 1.3% this year, which is not expected to allow beneficiaries to keep up with … Read More
Change Is OK: How Planning Makes You Focused and Flexible
Change Is OK: How Planning Makes You Focused and Flexible As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who … Read More
Surprise finish: did 2020 see the biggest reversal in market history?
Several years ago, track and field fans witnessed the kind of finish that’s rare even at Eugene, Oregon’s legendary Hayward Field. The event was the women’s 3000 meter steeplechase, a … Read More
15 FINANCIAL RULES TO LIVE BY
15 FINANCIAL RULES TO LIVE BY The 15 Financial Rules are a checklist for our uncommon approach to financial thinking. PROTECT YOUR TODAYS 1. Protection First: Protection should always … Read More
IMPORTANCE OF WILLS & TRUSTS
When looking at your complete financial picture, having the proper legal documents in place and ensuring they are up to date, is a key foundation to making certain you and … Read More
Is a Family Transfer Right for Your Business?
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall short because they are unaware … Read More
The Seductive Nature of Fat Tail Distributions
Market prices have shown us that certain companies have benefited from the way society has changed during the COVID-19 crisis. A group of tech-focused businesses, referred to as FAANG stocks, … Read More