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Shock and Awe
“Shock is still fun. I won't ever shut the door on it.” - Nicolas Kim Coppola, known professionally as Nicolas Cage, American actor and filmmaker The Fed Gears Up for Shock and Awe Perhaps Nicolas Cage finds shock fun, but, since the beginning of the year,...
The Cost of Putting Off Financial Planning
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® “If you fail to plan, you plan to fail,” as the famous saying goes. This is especially true when it comes to your finances. Most people don’t find the topic of financial planning the most exciting, or even know where to...
The Cost of Long-Term Care
“Not all of us can do great things. But we can do small things with great love.” Mother Teresa – Catholic Saint For many people, it is difficult to think about the possibility of needing long-term care. According to a recent study by the U.S. Department...
Lessons We Learned From the Last Recession
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® From rampant inflation to ongoing supply chain issues and rising interest rates, it’s not a surprise that the majority of Americans fear the possibility of a recession in 2022. (1) But before panic sets in, remember we’ve...
Rationality Under Uncertainty
“I take the market-efficiency hypothesis to be the simple statement that security prices fully reflect all available information.” Eugene F. Fama – University of Chicago Economist and Nobel laureate Ukraine Invasion On the evening of February 24, 2022, the world...
Why I Became a Financial Advisor
By Caroline M. Friedrich, CPA, CFP® Have you ever wondered why I am passionate about developing holistic financial plans for my clients? Watch my video below to get to know my story. If you want to work with a goal-focused, planning-driven advisor who strives to...
Your Tax-Preparation Checklist
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...
Deep and Wide – March Monthly Insight
“To reduce risk, it is necessary to avoid a portfolio whose securities are all highly correlated with each other.” Harry Markowitz – American economist Given the past 3 years of S&P 500 returns (31% in 2019, 18% in 2020, and 29% in 2021), many investors...
Ukraine: More musings on geopolitics and the markets.
“History had no lessons or rules to offer the student, it could only broaden his understanding and strengthen his critical judgments.” - Carl von Clausewitz, On War. After our last report on the market’s response to the Russian attack on the Ukraine, I had a number...
Russia – Ukraine Crisis 2022
Dear Friends, This morning’s financial headlines were all about the effects of the Ukraine crisis on the U.S. stock markets. Yes, the markets have been spooked. But should you panic? NO. Consider this:The first U.S. laboratory-confirmed case of COVID-19 in the U.S....