With stocks marching back toward levels seen at the beginning of the year, investment statements are looking much less unsettling than they we…
I didn’t think we would ever get there, and while the concept fills me with curiosity, I am also quite anxious about the idea of negative inte…
I am answering the same question a couple times every day now, “Marc, with the economy shut down and everyone locked down at home, how can the…
Who doesn’t remember the “just wait till your father comes home” line? I know I do. As a hyperactive 10-year-old, I was always committing some…
Ask me a week ago, and I would have said it would be hard for the world to get any stranger than it has been over the past two months. But Mon…
In my opinion, investing lines up as much in the column of a social science as it does in the arena of a financial discipline. I’ve long viewe…
Many professional career activities involve a large component of uncontrollable output or results.
The U.S. Congress has been working at a record pace over the past few weeks to deliver an unprecedented level of financial relief to Americans…
“I change my mind when the facts change Sir, what do you do?”
Sometimes the price of freedom is doing what we have been asked, so we don’t have to do what we are told. These unprecedented times call for a…
My Purdue daughter is having a great semester. She’s recovered from the brutal first year engineering classes of last year, she’s got new pals…
In my youth I was a radical libertarian, but barring a situation like the world of the "Hunger Games," a radical libertarian is a bit of an ox…
Tuesday morning I woke up to reports of impending snowmageddon. I looked at the weather app, it said six to 10 inches. I looked out the window…
In June of 2019 the Securities and Exchange Commission established a sweeping new standard of conduct for firms providing investment services …
Public corporations provide us with goods and services that just make life better and easier.
Writing a weekly column is not an easy task. The biggest challenge is coming up with relevant topics, the second biggest challenge is deliveri…
It's likely the stock market was due for a breather, and sometimes stocks go down just to go down, but there is no doubt the Chinese coronavir…
A dear friend and longtime client enjoys educating me on his world view, which varies in many ways from mine. He is clearly an avid reader and…
There’s an issue affecting my retiree clients more and more nowadays, and it’s an issue that really chaps the hide of many. The issue is Medic…
In the waning days of 2019, stuffed inside a must-pass continuing spending resolution required to keep the government running, Congress passed…
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2020. Wow. I have to admit, I was kind of hoping we would have flying cars by now, but it's kind of hard to shake a stick at the progress made…
So as we progress into 2020, finishing the second out of three strong market years in a row, I find myself looking for a frame of reference to…
After writing this column since 2002, as you might imagine, clients, as well as people I mingle with in the community, like to talk to me abou…
A disability diagnosis opens the door to many government benefits which can be critical to the disabled individual’s quality of life.
I need to take my own advice. It seems I am constantly encouraging others to turn off their propaganda channel of choice, the leading two bein…
Heading toward the end of 2019 there is still time for some year-end tax planning, especially in the area of charitable giving.
I have the privilege of talking to investors (clients) every day. While the majority of the talk during these conversations involve planning a…
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