Category Archives for "Wealth Planning"

Nov 04

Morningstar Names Best 529 College-Savings Plans

For those of you looking at 529 College Savings plans, Morningstar has released it’s list of top ranked plans.  I utilize Morningstar as third party research in managing portfolios and screening for investment ideas. For those of you new to the world of 529 plans they are used as a college savings vehicle in which contributions […]

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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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