Monthly Archives: January 2014

Getting Results

It’s April 18th, 1998 and the NFL draft is about to begin.  The Indianapolis Colts and the San Diego Chargers have the #1 and #2 picks, respectively. Both teams needed a quarterback and there are two leading candidates coming out of college for the job.  It was a tight race between Peyton Manning and Ryan […]

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Bob Seawright’s Who To Read

Yesterday Madison Avenue Securities’ Bob Seawright had a great piece up on whose stuff he is reading on the financial web. Well I am completely dumbfounded to find myself among these titans of the financial web, and honored. The list includes the biggest names in financial blogging (Abnormal Returns, The Reformed Broker, Pragmatic Capitalism, etc), […]

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Of Course You Should Harvest Tax Losses

I’m not sure why this is any matter of debate, but yes, of course you should be capturing tax losses in your portfolio. For the unfamiliar, it works like this: If you have investments in an after-tax account that have declined in value since purchased, you can sell them and “capture” the tax loss. Generally, […]

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My Shiny New Financial Planner Award

Let me tell you just how excited I was to receive an overly-congratulatory email this morning announcing my selection as one of the “Best of Lakewood: Financial Planners” by an organization I had never heard of! Check it out! Sounds great, right? I followed through on the email to see just what this “award” was […]

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Career Risk & The Fourth Down Bot

(I’m just going to apologize in advance for the sports analogy. Bear with me). There was a pretty great piece in the NY Times recently about the “4th Down Bot.”  The basic idea here is to take a statistically valid measurement of how NFL coaches should make 4th down decisions to maximize their chances to win games. […]

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2013 In Review

2013 was a great year for stocks and a mixed year for bonds.  We saw improving economic data and are left with many unanswered questions out of Washington DC.  Let’s take a look. Markets: 2013 was a spectacular year for developed market stocks, especially in the United States.  Large cap US stocks (measured by the […]

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