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Yom Kippur: What’s it All About?
This week, Jews across the world will observe Yom Kippur. As I noted last week, there are several Hebrew words for the English word holiday. In this case holiday is appropriate, at…
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Your Jewish Colleagues May Be Out Today. Here’s Why
Shana Tova! Or, in English, “Happy New Year!” If any of your Jewish colleagues are out of the office for Rosh Hashanah, you may be wondering what the holiday is about and…
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What the Top Advisors Know About the HNW Marketplace
Top advisors have high-net-worth clients. Lots of them. That’s because there are about 4 ultra-high net worth Americans (net worth over $10 million) for every financial advisor. Yes, you read that right.…
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Competitive Pressure Explains the Absence of Left-Handed Catchers
This post has nothing directly to do with investment markets or tax strategy. However, the insights here, about how competitive pressures explain observed phenomena in baseball, might have analogues in the areas…
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Is Ethereum an Investment or Just Speculation? A Closer Look
Ethereum, the “baby brother” of Bitcoin, is in the news again, because its price has tripled since April. Ethereum is variously described as “the world’s leading programmable blockchain,” and a “revolutionary global…
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Featured in NAPFA Advisor: Helping Clients Diversify Without Capital Gains
Many clients hold concentrated wealth in stock, real estate, or a business, but capital gains taxes keep them stuck. In a recent article for NAPFA Advisor, Katherine Silk and I explain how…
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Down 70%? Don’t Let it Happen to You
Concentrated stock holdings can be risky. Novo Nordisk is just the latest poster child for this fact that everyone knows, but not everyone wants to do something about. Novo Nordisk has fallen…
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Do Tariffs Cause Inflation?
Many media sources report that Trump’s tariff policy will cause inflation. Will it? On July 15, the government announced that the CPI for June 2025 rose by 0.3% for the month. The…
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Why Farmland Might NOT Be a Great Investment
“Investors Flock to Farmland Amid Market Volatility”[1] screams one headline. “Bill Gates Farmland: Why is the Billionaire Buying So Much?” asks another.[2] “How to Start Investing in Farmland” is a headline from…
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Is Rebalancing Really a Good Idea?
Investing involves tradeoffs. Perhaps the primary tradeoff is between expected return and expected risk. Investing is difficult, at least in part, because we can never be sure, when we look into the…
Recent Posts
- Yom Kippur: What’s it All About?
- Your Jewish Colleagues May Be Out Today. Here’s Why
- What the Top Advisors Know About the HNW Marketplace
- Competitive Pressure Explains the Absence of Left-Handed Catchers
- Is Ethereum an Investment or Just Speculation? A Closer Look
- Featured in NAPFA Advisor: Helping Clients Diversify Without Capital Gains
- Down 70%? Don’t Let it Happen to You
- Do Tariffs Cause Inflation?