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Can Smoking Be Good for Your Lifetime Budget?
Many anti-smoking advocates make the blanket claim that smoking is bad for your finances.[1] But are those claims justified? This blog entry is purely an exercise in analysis. Please do not read…
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Inflation Protection? Or Trap?
With inflation remaining “stubbornly high”[1] we today take a look at the usefulness, or lack thereof, of TIPS. Please don’t buy TIPS without reading this. TIPS stands for Treasury Inflation-Protected Bonds. The…
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Does This Terrify You?
Does it terrify you that this man has the President’s ear in economic matters? Here is a video of President Biden’s Chairman of the Council of Economic Advisors trying to explain, well,…
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Buffett is Selling Apple. Should You?
In a report released May 4, 2024, Berkshire Hathaway revealed that it has sold about 115 million shares of Apple, for proceeds of about $20 billion. About a year ago, in June…
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Does Economics Explain Why More Pitchers Are Getting Hurt?
The greatest position player of 1970s baseball was probably Henry Aaron who was a major fan draw in ballparks around the league. Among pitchers, in the 60s, Sandy Koufax was the standout,…
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Do You Have a “Secretary” Problem?
Many advisors tell us that they have a hard time finding and hiring good team members. This seems to be a bigger problem for small advisors than for larger firms. Based on…
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Record-High Gold Prices: Does Gold Belong in An Investment Portfolio?
Gold is trading at record highs, with spot prices exceeding $2250 per ounce as I write this. The chart above might lead you to wonder if you should be investing in gold.…
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Time to Get Out of New York Real Estate?
The New York Supreme Court, in the person of Judge Arthur Engoron, has caused an earthquake in the New York real estate market. Investors don’t like risk, and they particularly don’t like…
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Why Doesn’t Your Client Act? 4 Factors to Guide Financial Decision-Making
Advisors can spend hours explaining a great solution to their clients, only to have those clients not act on the solution. There’s no magic bullet. But sometimes clients appreciate it when their…
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Are Your Clients Choosing to Pay $2.5 Million in Unnecessary Taxes?
Every week, we meet with advisors who have a client who is choosing to pay two and a half million in taxes that could be permanently and legally avoided. Before you say…
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