Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane …
The Debt Ceiling
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut …
Basics: Investor Fitness
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think …
Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida, …
Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas …
2023 Annual Client Letter
Just when it started to feel like the crises of 2020 and 2021 were starting to fade, 2022 had other plans for us. …
History vs Headlines
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have …
Hurricanes and Insurance FAQ
WHAT IF MY HOME IS DAMAGED AND I DON’T HAVE INSURANCE? The Federal Emergency Management Agency (FEMA) provides assistance to those whose homes …
IRS announces tax relief for victims of Hurricane Ian in Florida
Victims of Hurricane Ian that began September 23 in Florida now have until February 15, 2023, to file various individual and business tax …
IRS announces tax relief for victims of Hurricane Ian in Florida Read More »
A Plan for All Seasons
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