Blog

27 Sep 2019

Posted at 10:06h in The Friday Brief by

Just a few years ago, before the populist revolution in our country, the 'sausage-workings' of government were largely carried out behind heavy gilded doors by professional politicians, appointees and bureaucrats. Every two, four, and six years we judged their finished products in terms how much...

13 Sep 2019

Posted at 09:46h in The Friday Brief by

There’s ample research about how much you can safely withdraw from your portfolio once you retire. There’s less research about how much you need to save annually so you can retire (this is called your “savings rate”), probably due to the large number of variables...

30 Aug 2019

Posted at 08:00h in The Friday Brief by

You probably aren’t surprised to hear that I’d like to raise my kids to be generous, kind, patient, thrifty and modest--in all areas, including their wealth. I hope they’ll be capable of making smart financial decisions and have a healthy relationship with money. ...

23 Aug 2019

Posted at 08:55h in The Friday Brief by

So what exactly is an inverted yield curve and does it really matter? Historically, when long-term interest rates fall below short term rates, more often than not, recessions ensue. However, more recently the results have been mixed. Back in February of 2005 Allen Greenspan, then Fed Chair, debunked the...

16 Aug 2019

Posted at 08:00h in The Friday Brief by

Investing offers what in theory seems like an easy trade: long-term wealth creation for short-term volatility. But the reality is that it’s not so simple. The promise of gains over 10 or 20 years becomes less compelling as you face large market drops that take...

09 Aug 2019

Posted at 09:47h in The Friday Brief by

My wife Amy and I have two sons--Miles and Charlie--who are four years old and almost two years old, respectively. Do you know what one character trait we spend the most energy and time attempting to teach them? Of course you do! It's sharing. Share the Legos. Give your...

26 Jul 2019

Posted at 11:27h in The Friday Brief by

One thing that gaggle in Congress can agree on is spending billions of our hard-earned dollars, while turning a blind eye toward the futures of our children and grandchildren. Yesterday, the House voted to raise the federal debt and spending limits to allow them to...

19 Jul 2019

Posted at 07:00h in The Friday Brief by

My family and I just returned from a trip to Johns Hopkins Medical Center, a journey we’ve made three times over the last two years as we’ve tried to get a handle on why Emily hasn’t been feeling well. During our last visit the...