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Q3 2021 Review - The Best Time to Invest Thumbnail

Q3 2021 Review - The Best Time to Invest

I love the Chinese proverb: "The best time to plant a tree is twenty years ago, the second-best time is now." When I became aware of the proverb a couple years back, I began to suggest to clients and prospects that the same is true for investing as well. The best time to plant or invest is now if you didn't in the past.

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Avoid Financial Fraud Thumbnail

Avoid Financial Fraud

What is ransomware? It is malicious encryption software which gets installed on the computer system which is intended to prevent the systems from working correctly. Criminals install this software through hacking and sometimes through phishing emails - which unwary employees click on links or open attachments. The criminals that have created this software then extort the victim for payment (usually paid via cryptocurrency) for keys or passwords which decrypt the files and enable the system function properly. Sometimes even after payment the files remain encrypted and unusable.

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Give to Charity from your IRA - and Pay LESS Taxes Thumbnail

Give to Charity from your IRA - and Pay LESS Taxes

Do you contribute to your church or another charity annually? Do you have an IRA? Are you 70.5 years or older? If the answer to all these questions is yes – please read the remainder of this article – because I will explain how you can save thousands of dollars in taxes in the future!

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A Bull Market in Everything Thumbnail

A Bull Market in Everything

In twenty-six years of work as a financial advisor I have often been asked if we are near a peak. There probably were some “peaks” during that time – a peak prior to the dot.com bust in 2000, a peak prior to the 2008 global financial crisis and a peak prior to last year’s Covid-19 induced market sell-off. At the trough of each of those sell-off’s investors would likely have regretted that they “bought at the peak”, yet with the hindsight of decades there were no peaks – just momentary blips on the path to higher prices generated by global capitalism.

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Is Inflation Transitory? Thumbnail

Is Inflation Transitory?

I wrote an article in February warning that public policy and a convergence of events would likely produce inflation after a forty-year dormancy. It now appears that the question is not if we have inflation but when it will be gone…

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If FAANG Founders... Thumbnail

If FAANG Founders...

At the bottom of the great recession in the fall of 2008 and early spring of 2009 things looked bleak. Amazon - one of the brightest stars of our current rally along with it's FAANG+M companions (Facebook, Amazon, Apple, Netflix, Google and Microsoft) was down over 60% from it's peak reached ten years earlier during the height of the dot-com boom. Similar stories could be told of the other FAANG+M companies which were publicly traded at the time...

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