Often in financial planning, one seemingly simple decision has ripple effects into other elements of your financial life that may not be obvious from quick glance. Sometimes the impact is more immediate and shows up on this year’s tax return. Other times the impact shows...
I'm not much of a bumper sticker guy. I don't have one on my car now and I really don't know which one I'd choose if I decided to get one. Maybe an egg-shaped sticker with "BWC" on it for Beacon Wealthcare. Or a yellow,...
Almost exactly a year ago, I wrote a brief about the Morgan Stanley Inception Fund, Wall Street Journal's top mutual fund for the one-year period ending June 30th, 2021 (you can read the brief here). In summary, the Inception Fund, managed by Dennis Lynch, was...
I don't want to lose too many of you at the word "golf," so to sum up real quick: "LIV Golf" is a relatively new, Saudi-funded, rival golf league of the PGA Tour. The Saudi government has been implicated in many evil things over the...
If you’re unfamiliar with Inspector Gamache, and have any propensity to enjoy mystery novels, I highly suggest picking up Louise Penny’s series that centers around Chief Inspector Armand Gamache of the Sûreté de Quebec. Her books follow Inspector Gamache as he leads his team through...
Last summer, I told you about how my beloved 2008 Honda Accord was quickly moving towards clunker status. Since then, I've managed to eliminate the persistent, wrench shaped dashboard indicator light and the engine no longer revs too high when it idles. However, the pistons...
Two big themes were on my mind last weekend: inflation and values. Why the former might occupy space in my mind is pretty self-explanatory--it's hard to take a breath without hearing/noticing how fast prices are rising. Ballooning costs have a macro-impact as well as a...
In Frank Herbert's 1965 science fiction novel Dune, there is a phrase—really a mantra or incantation—used by the main character and his mother at various times when they are facing particularly challenging circumstances: "Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will...
If you’re on any form of social media, you most likely saw pictures and videos circulating from last weekend's Platinum Jubilee celebrations for Queen Elizabeth. My favorite image of the bunch is of 4-year old Prince Louis making faces at his mom, the beautiful Kate...
I graduated from college in 1995 with a degree in economics and finance. At that time, only about 14% of Americans used the web (and only 20% of them went online every day), Amazon had just opened for business and the most popular web destinations...
