Financial planning blog

Timely and free financial planning advice

November 4, 2020

The Results are…

In? Not yet in? The results are what? Check out this Periscope for a summary of our thoughts about the election and investments. We start with links to our two most recent Lunch and Learns: Presidential Election Myths and Truths End of Year 2020 Financial and Tax Planning Here is a recap of our...

October 28, 2020

This Most Important Election is So Different

Read this week’s Periscope for more specific commentary about this year’s election cycle—one week before election day. If you read last week’s Periscope, Investing Before the Biggest Most Important Election of Our Lives, you’ll recall I expressed a feeling that I’ve heard from several close friends of mine: “I cannot keep myself safe!” We are...

October 22, 2020

Investing Right Before the Biggest Most Important Election of Our Lives

Read this Periscope for a timely reminder of our timeless beliefs. E-mail readers get a link to the complete quarterly investment commentary. Last week, I discussed three crazy-bad “investment” ideas: Silly. Really. I do not believe we should place our hard-earned money in those places. This week, let’s discuss what we should do, and what...

October 13, 2020

Silly. Really.

Read this Periscope for three silly, but real, things that are happening right now in the investment world. If you missed Karl Frank speaking about Concentrated Equity Strategies click the video below, or you can find it in our new Investment Advise Video section of our website. Saying an SP500 ETF is diversified Right now,...

Estate planning concept for a smooth wealth transition

September 30, 2020

How Do You Plan for an Inheritance or a Windfall?

Read this Periscope for some actionable advice for folks who have just received, or might be about to receive, a large amount of money. Catherine worked for her employer for several years before they went public, recently, and her whole life changed. She had owned stock options and shares in the firm since the day...

Exploring hedge funds and alternative investment opportunities

September 22, 2020

Not as Good as You Think

Read this week’s Periscope for insights into some of the opportunities and risks we see in equity markets, including a wild ride in Tesla. Also, here are the links to our new webinars on demand. Learn How We Make Investment Decisions September 2020 Market and Economic Commentary Tesla is Not as Good or Bad as...

September 1, 2020

Age of the Tech Giants

Read this Periscope for an astonishing perspective on the recent past and a prediction for the future. These Companies are Big Recently, I wrote that the SP500 has never been more concentrated than it is today. Five companies make up nearly $1 out of $4 that a person invests. Read also: Why We Invest Internationally...

August 26, 2020

Space Force or Space Race?

Read this Periscope for insights into the space race, and why the Space Force might not be as crazy as it sounds. Cooperation and Competition in Space China is big, but outer space is even bigger. And it’s not just the USA who is going to outer space. A lot of other countries want to...

August 18, 2020

Why We Invest Internationally

This week’s Periscope outlines why we make international investments and presents some cool charts. So read on! Why We Invest Internationally This post provides a little timely perspective and a broad overview of our investment philosophy. We wrote a white paper about why we invest internationally. If you’d like the details, you may download the...