Category Archives for "Behavioral Economics & Wellness"

Nov 22

Options to Help Reduce Your 2016 Tax Base

As year-end approaches, I have been fielding many questions from my clients about what options they could take advantage of to shelter some of their income from taxes in 2016.  While time is running out with only 6 weeks left in the year, there are several straight forward approaches that could help save you money […]

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Nov 07

It is not the Critic Who Counts

Typically, I wouldn’t post a book review or summary of a book focused squarely on investing especially when it comes to technical analysis.  Most of you simply would not care and if you are likely utilizing someone to manage your assets for you, that should be your manager’s job to understand if they are using […]

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Nov 01

Wealth Planning, Life Planning, and Economics

This week’s post is another curated list of articles that I have been reading over the past few months that have not appeared in my weekly “What I am Reading” section.  I had a two-part series of these curated articles a few months ago here and here.  This batch of articles focuses on Wealth Planning, […]

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Oct 17

The Holy Grail of Investing

Many of you unless you are into reading about investment management have likely never heard of Jack Schwager author of the Market Wizards series of books.  Within his books, Schwager interviews some of the most legendary investors of our time. Within each interview, Schwager tries to get at the heart of what has made that […]

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Oct 11

Taking a Leap of Faith

Even the best laid plans in life can require a certain leap of faith.  You can pull all of your numbers together, put forth your best forecast based upon your current facts and assumptions, and arrive at a sound analysis.  Everything indicates that this is the right move but then nothing.  Nothing but fear. Fear […]

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