Monthly Archives: December 2014

For Our Kids and for Theirs: taking the long view of investing

The biggest challenge I have as an advisor is to think long term, and to get my clients to do the same. We are conditioned to be looking for fast answers to our questions and even faster returns on our … Continue reading

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Blind Squirrels and Eucatastrophes: WEB GEMS

Must be all that water . . . In this ranking of most and least corrupt US states, Michigan comes out looking pretty darn clean. Like blind squirrels and broken clocks . . . Elizabeth Warren got something right: this … Continue reading

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The HOT STOCK: and staying disciplined for the long haul

I received the following email from a client this week.  It ties in with what we’ll be talking about at our upcoming events, and I wanted to share the exchange with the rest of you. He gave me his permission … Continue reading

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Truth and Consequences: WEBGEMS

Mutual fund or funk?. . . A must-read if you’re considering an investment involving actively traded funds. Show them the money! (3:30) . . . Prof. Peter Jaworski explodes some of the fallacies about why we don’t pay college athletes. … Continue reading

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HANDING OVER THE KEYS: Is your millennial ready for your wealth?

Did you know that Millennials, the 14-to-34 year-old crowd, already control nearly $9 Trillion dollars of wealth in our country? Did you also know that the Boomers, parents of Millennials for the most part, will leave to this group nearly … Continue reading

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