9 Jun 2014

Cash is Trash

…higher than cash and stocks are about four times more volatile than bonds, making stocks 21 times more volatile than cash. As always, risk and return go hand in hand….

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8 Jul 2014

Fire Burn and Cauldron Bubble

…government bonds, New York city real estate, Iowa farmland and, of course, US stock prices. In the last few months, I feel like I’ve read a lot of articles about…

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18 Aug 2014

Classic Conflict of Interest

…Street Journal reported that the Securities and Exchange Commission (SEC) has joined the Office of the Comptroller of the Currency (OCC), a bank regulator, are investigating the banks sales practices

3 Sep 2014

Falling Dollar Fallout

…to 1967) to provide a method for estimating our purchasing power with our trading partners; the basket of currencies used to compute the value of the dollar changes as our…

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15 Sep 2014

Where Your Taxes Go

…actually estimated tax payments on income that is not subject to withholding. Estimated taxes are generally paid if you are a sole proprietor, partner, or corporation shareholder although anyone can…

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25 Sep 2014

Retiree Spending

…pre-retirees. Between ages 65-74, when we can assume that the majority of people are in retirement, spending in those three categories fall meaningfully in dollar terms, from a total of…

22 Oct 2014

Choosing a Trustee

…reduction benefits were applicable to more people because the estate tax exemption (the threshold where estate taxes kick in) was $1.5 million. Today, the exemption is $5.34 million and, therefore,…