TINA refers to a commonly held belief today that investors should maximize their exposure to stocks given the lack of potential return in “safer” categories such as bonds and cash. Granular detail on stock ownership is difficult to find but here are a...
For working Americans, their IRA may be one of their largest assets. It is also one of the most complicated and tax sensitive assets to own for estate planning and wealth transfer purposes. However, with careful planning and consideration of appropriate beneficiary designations,...
Becoming a grandparent is exciting and provides unique perspectives as you participate in your children’s and grandchildren’s lives in new and different ways. Having endured the early years of parenthood yourself, you understand the challenges parents can face – from sleepless nights with...
One of the lessons I have learned in a long investment career is not to overreact to headlines since ultimate outcomes frequently differ from initial indications. We may currently be experiencing a great example of this phenomenon with regard to income and wealth...
The daily onslaught of information, data, statistics, and headlines makes it difficult to see the proverbial forest. However, by taking a step back, the picture is truly extraordinary. Consider the following: • Almost 7 billion vaccine doses have been administered worldwide • Several...
Better do your holiday shopping early this year. My September 29th post All Out of Chips pointed to transportation problems as one of many causes of the current shortage of semiconductors that is impacting the production of a wide range of consumer and...
