Monthly Archives: April 2017

| Weekly Insight

Weekly Insight: Should Retirees Keep Their Life Insurance

Often retirees own life insurance that they bought many years ago when their needs were different. The purpose of most life insurance policies is to make sure your family will be okay if you are no longer around to earn a paycheck. So, now that you have burned your business…

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Weekly Insight: Self Driving Cars

The idea of a self-driving (autonomous) car is just about as old as cars themselves.  However, advances in radar, laser light, GPS, odometry, and computer vision are going to make self-driving cars a reality sooner than most people think.  Currently, the versions of automated cars permitted on public roads are not fully autonomous. They…

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Weekly Insight: Q1 2017 Review and Outlook

We are very pleased to report another quarter of positive performance. In my January letter, I discussed many of the changes we made to our portfolios during the second half of 2016, such as eliminating mutual funds which had been underperforming, bringing down internal expenses, narrowing our individual stock selection…

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Weekly Insight: Investing for Retirement Income

Priorities change as we progress through different phases of life, and investment objectives are no exception. We grow up conditioned to look at “rate of return” as the main measurement of investment performance. However, the amount and sustainability of income distributed from a portfolio is more important for most retirees….

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