The last month has been close to the wildest ride of my professional life. I have to rank it right up there with my experience of working with my clients and the world in the days following the terrorist attacks of 9/11. I don’t say that lightly. It dawned on…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…
It’s hard to avoid hearing the rumbling sound coming from Wall Street over the last couple of weeks. Even news outlets that don’t normally mention market news have spent at least a few minutes on the wild ups and downs – okay, mostly downs – of the major indexes. And…
Eighteen months ago I embarked on a campaign to get healthy. I had been quite a bit overweight, but mostly healthy, for most of my adult life. A few sudden setbacks changed all of that, and made me re-evaluate my health. I made some changes in my eating habits and…
Late in the day on Thursday, September 7, 2017, news reports began circulating of a data breach at Equifax, the credit data company. Apparently hackers found a security weakness on some of the web apps the Equifax had been using, and were able to steal at least some potentially compromising…
Last week we saw our Commander In Chief, Trump, unilaterally decide that Transgender individuals were no longer fit to serve in the military. Too expensive he said. Unequivocally untrue, but what isn’t that comes out of this administration these days? The backlash was immediate. The call from GLBTQ organizations was…
Monday, March 27, 2017 — 6pm, Mountain Time — Attention Clients: I just received a strange and confusing letter in the mail — and apparently at least some of you did, as well — from First Affirmative Financial Network (FAFN). We just wanted to reassure you that there…
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