Nov 03

What’s Your Kid Getting From College?

Being the father of new born triplets college is a little ways away for me.  However I manage 529 plans for clients and have discussions with people about how to save for college.  My wife and I have been having this discussion posted in the WSJ about weather college should be an option for our kids.  Many […]

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Nov 03

ECRI Recession Watch: Growth Index Virtually Unchanged

Here is some additional information on the ECRI recession call provide by Doug Short.  As noted the ECRI does not provide the analytical detail behind it’s recession call and neither does is specify a recession date.  Even though the revised GDP at 2.5% was better than expected that number is rear view looking. Again I […]

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Nov 03

Investing in Rocky Markets

Full disclosure although I didn’t go to Notre Dame I am a huge Notre Dame fan.  I’ve been going there since age 7 and have season football tickets.  The Chief Investment Officer, David Malpass of the Notre Dame endowment fund and Jay Jordan were both on CNBC this past week discussing how they were able […]

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Oct 25

Beating Goliath in an Unconventional Way

You’ll notice that not every article I post on the site is specifically finance related.  I like to find ideas, concepts, and theories in all forms and places.  This article I pulled from the Big Picture site which comes from The New Yorker written by Malcom Gladwell who most of you may know from his […]

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Oct 25

U.S. Economy Tipping into Recession

If you follow any snippets of economic new you have probably seen where the ECRI (Economic Cycle Research Institute) has issued there warning of an upcoming recession U.S. Economy Tipping into Recession .  What sets ECRI apart from other is that they have correctly called the last three recessions without any false alarms in between.  […]

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Oct 23

Two Kinds of Investing

I see two verifying types of investing, buying businesses as stocks for the long-term and second stocks as short-term trading vehicles to profit.  Both can be used to create a diversified portfolio and solid approach to investing.  The key is to remember which one is which and not confusing the two. Always have a thesis […]

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