Posts Categorized: Weekly Insight

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Healthcare Costs in Retirement

Our Quarterly Market Commentary has been delayed by a week as we are still analyzing some new market trends that we intend to write about.  In the meantime, let’s talk about healthcare. I can’t think of any expenditure that gives retirees less enjoyment than medical expenses. It is tempting to…

| Weekly Insight

Weekly Insight: Best of 2016, Part 2

Happy New Year! We kick off 2017 with the second installment of our Best Articles of 2016. We published the best articles of the first half of the year last week. Next week, we will have our quarterly commentary, including our outlook for investment markets in 2017. I am so…

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Weekly Insight: Best of 2016

I hope everyone is enjoying the holidays and our last week of 2016. Perhaps I am biased, but I thought we wrote some darn good articles this year. Today, we bring back our favorite Weekly Insights of 2016, in case you missed them the first time. We broke the list…

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Weekly Insight: Retirement Planning – What’s the Best Plan?

It seems like there would be some consensus on the best way to plan for retirement given the millions of hours devoted to studying this topic. However, the frustrating answer to most retirement planning questions is still… “It depends.” For example: How conservative should my investment portfolio be now that…

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Weekly Insight: How Much We Spend on Bottled Water

Remember when life was simpler and you could drink out of a drinking fountain? There was no need to lug bottles of water all around town. These days, people recoil at the idea of drinking tap water. So barbaric! Tap water is widely regarded as safe to drink thanks to…

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Weekly Insight: ’Tis the Season for Charitable Giving

I have often wondered how much charitable giving would decline if the giver did not receive a tax deduction. We may find out, as the Trump tax plan (still in the works) is reportedly going to reduce rates, but significantly limit deductions. Charitable contributions are currently deductible if you itemize…

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Weekly Insight: The Best Time to Buy

It’s ironic that I am giving out shopping tips. I hate shopping. That being said, I did participate in Black Friday this year. The first thing that bothered me about the experience was there was no stampede. Did toymakers miss the mark this year? No Cabbage Patch Kids, no Beanie…

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Weekly Insight: Trump Election Impacts Markets

It has been two weeks since the political earthquake of this generation. Worldwide investment markets are trying to figure out what a Trump administration will mean for economic growth, inflation, deficits, and interest rates. There is still almost two months before we have a new President in the White House,…

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Weekly Insight: Buying Down Your Interest Rate

This week a friend of mine was thinking about refinancing his house and asked what I thought about buying down the interest rate. I thought this was a great topic for this week’s newsletter, so here is the scoop. You can get a lower interest rate for a price when…

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Weekly Insight: The World Series

Happy Monday! We are sending our weekly article one day early because there is no way we will be able to compete with election coverage tomorrow night. OMG, the election is here!    Now on to this week’s article. I hope baseball fans will not fault me for reducing the…

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