21 Feb 2020

Posted at 12:07h in The Friday Brief by

Last week, Ryan did a great job in his Brief titled Your Home is Not an Investment (You Probably Won't Downsize), explaining how a home is a lifestyle or 'use' investment, behaving differently than stocks, bonds or other impersonal investments that produce income or can...

24 Jan 2020

Posted at 10:12h in The Friday Brief by

Stock market returns last year as measured by the S&P 500 were a remarkable 31.5%. Gains this large are tempting. But return percentages can be misleading for several important reasons: Returns don't necessarily correlate with improving wealth, returns come at a cost, and whole portfolio...

27 Dec 2019

Posted at 12:29h in The Friday Brief by

The decade of the teens has been one of the most remarkable in US history in terms of contrasts. Charles Dickens, in his Tale of Two Cities describes it remarkably well: "It was the best of times, it was the worst of times, it was the...

22 Nov 2019

Posted at 12:24h in The Friday Brief by

First, we want to wish you and all yours, a Happy and safe  Thanksgiving. We are so thankful for you. As we prepare our homes and tables for one of our country's favorite holidays, an industry of marketers and algorithm-developers is busily preparing its websites to...