Truth About Money
For those who don’t know, my background was not originally in finance. I actually went to school to become an educator. While I no longer teach social studies as I once did, I still have the heart of a teacher. Because of that, I jump on every opportunity I can [...]
Where do you find value?
Last time, I discussed the market rotation currently in evidence from the high flyer growth stocks to the more mundane garage sale value stocks. Today I want to give you a better idea of how this presents itself to investors. Since you have thousands of choices available to you, how [...]
The New Reality of Wealth and Possessions
My son loves video games. His favorite is something called Fortnite. In the game you run around a digital world trying to shoot and eliminate other players the same way I did as a kid in the woods behind my house with nerf guns. The game is totally free to [...]
Has the market made a major rotation?
If you have grandchildren or children, you obviously need to spend more time talking with them about the benefits of capitalism. Somehow as a nation, we have come to rue uncertainty and reward risk avoidance, at least from a governmental perspective. Therefore, we have a Federal Reserve Bank on hallucinogenic [...]
Options to make the most of that $1,400 check.
Most of you reading this have either received or are about to receive a stimulus check from the government in the amount of $1,400. For many of you, the pandemic has had limited impact on your overall financial condition (outside of probably a few more Amazon purchases). For those people [...]
Markets and Politics
When asked why he doesn’t share his political views publicly, basketball great Michael Jordan famously replied “because Republicans buy sneakers too.” You can agree or disagree with his stance on a philosophical level, but from a purely business standpoint I agree with him that in marketing there is rarely a [...]
Principled Investing
When you think about ways to make money by investing, are there certain companies or industries that you would refuse to benefit by supporting them with your capital? We are probably all unique in the exact set of those businesses we do not favor. The concept of responsible investing is [...]
Don’t let financial health worries turn into mental health issues
The past year has been very hard for a lot of people. From kids missing their friends and activities at school, to adults struggling financially, to seniors concerned about the health threats facing them, it seems like, for many, stress levels are higher than they have ever been. For some, [...]
The Truth About Taxable Gains
A few weeks ago, I wrote about principles and rules for selling investments. Today I deal with the issue of income tax on investments. Perhaps the most common reason offered by investors and promoted by the experts is the drag of income taxes paid upon one’s investment gains. I am [...]
Did we learn anything from 2008?
One of the ways we as a firm have attempted to stop the spread of Covid has been to encourage employees to work from home when it makes sense to do so. Generally, when I am working from home I have the news on in the background. I am struck [...]