retirement planning

A Watched Pot

A watched pot never boils, or so I’m told. When I was much younger, I put this theory to test and, to my surprise, the water did boil as I kept my eyes glued to the pot.

A Quiet Billionaire

Most investors have heard of Warren Buffett, Peter Lynch and Sir John Templeton, but what about Herbert Wertheim? Dr. Wertheim is worth $2.3 billion according to Forbes. In a recent Forbes Magazine article, he credits his substantial wealth to buying individual stocks and holding them forever. Dr.

Buy or Rent?

To buy, or not to buy, that is the question.

A home can be both an asset and a liability. Over time, real estate is a solid investment, but in the short-term it can cause financial heartache.

Are You Too Frugal?

The person who dies with the most toys – loses!

Optimists Rule

Optimists and visionaries have built our great country. Railroads, autos, airlines, rockets, and computers were created by individuals who focused on changing the world. They didn’t let “experts” tell them their ideas were a waste of time or their inventions wouldn’t work. The Wright Brothers, Henry Ford, Amelia Earhart, Andrew Carnegie, John D.

Who Cares?

Who cares that the current bull market has risen more than 260% when stocks have dropped 7% in the past month? Does it matter that stocks have generated an average annual return of 10% for the past 100 years or markets rise 75% of the time when this year will be negative? Stocks have outpaced bonds and cash for decades, but so what? This year bonds and cash have the upper hand.

Is Bad Good?

Global markets have dropped considerably the past three months. The Dow Jones has fallen about 8% as investors react to negative headlines about trade wars, Brexit, interest rates, and several other issues. They have been selling stocks to buy bonds or park money in a cash account.

Ditch Your Estate Plan?

Estate planning is vital for people with significant wealth. A properly structured plan can aid in the successful distribution of your assets to those you love. Transferring assets to your beneficiaries, while avoiding estate taxes, is paramount for most individuals.

Riptides

Growing up in Southern California I spent a considerable amount of time at the beach – Huntington, Newport, Laguna and Mission - boogie boarding, body surfing, snorkeling, or scuba diving. On occasion I’d get stuck in a riptide.

Correlation: Positive One

A diversified portfolio is always recommended. Balancing your accounts between stocks, bonds, and cash will allow it to grow with less risk than a concentrated portfolio.

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