Newsletter / Blog

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Cryptocurrency: What’s It All About? Part 3

Part 3: Trading in Cryptocurrency We covered a lot of ground in Part 1 and Part 2 of this three-part series on cryptocurrency. You may or may not be interested in using cryptocurrency as a means of exchange. But what about trading in it, directly or in fund form? If you’re considering that possibility, know […]

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Cryptocurrency: What’s It All About? Part 2

Part 2: Spending Cryptocurrency In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their bitcoin or similar cryptoassets. The Crypto-Possibilities As described in part 1, cryptocurrency is typically driven “by and for the people” in […]

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Cryptocurrency: What’s It All About?

Part 1: Understanding Cryptocurrency It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency fever, or are you at least wondering what it’s all about? Before you start loading up on bitcoin or any other […]

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Quarterly Client Letter – 2020 Q3

In third-quarter markets that represented a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index? Zoom? Apple? Netflix? Nope, none of these, or any of the other trendy FAANG stocks (Facebook, Amazon, Apple, Netflix, and Google’s parent company Alphabet). Not Tesla, either. It was Tupperware, up a jaw-dropping […]

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Getting Real with Your Retirement Planning: Understanding Sequence Risk

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration because the random […]

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How To Be Positively Skeptical Part 4: Check the Facts Before You Act

“You can outsource expertise but never your understanding, especially when it comes to your finances.” — Ben Carlson, “Don’t Fall For It” As we covered in the most recent installment in our “How To Be Positively Skeptical” series, there are only so many hours in the day to do all the fact-checking you’d like to […]

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How To Be Positively Skeptical Part 3: How Do You Do Your Due Diligence?

“All media shares one thing: Someone created it. And it was created for a reason. Understanding that reason is the basis of media literacy.” — Common Sense Media In previous installments of our “How To Be Positively Skeptical” series, we covered the many forces that tease us into falling for misinformation. Bottom line, our brains […]

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How To Be Positively Skeptical Part 2: Understanding Your Emotions

“[T]he challenge for all investors is to consume the news without being consumed by it.” — Jason Zweig In a recent post, we introduced our multipart series on the importance of separating fact from fiction – as an investor, as well as in your everyday life. Today, let’s talk about your emotional reaction to unfolding […]

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How To Be Positively Skeptical: Part 1 — The Benefits of Having a Doubt

“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without reason, someone who constantly resists the overdramatic worldview.” — Hans Rosling, Factfulness Whether you’re considering an investment opportunity or simply browsing various media for insights […]

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When You’re in the Eye of a Storm

Quarterly Client Letter – 2020 Q1 “What the imagination can’t conjure, reality delivers with a shrug.” —Trumbo (movie voice-over) Brace yourself. Your newly released quarterly reports are highly, highly likely to leave you feeling at least a little disheartened. No matter how much we’ve blathered on about preparing for perilous times like these, planning for […]

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