What You Can Learn From Warren Buffet, Harvard, Stanford and Yale’s Investments

Ever wondered why Warren Buffett, the large university endowments of the world like Stanford, Harvard and Yale, the billion hedge funds, and the big money managers always seem to do well even when the market doesn’t? I certainly used to. I would think to myself, “hey that’s fair, they must be using insider information or […]

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What is the State of the Economy and the markets

Can there really be “too much of a good thing”? Can something be “too good to be true”? We all seem to be trained that “When life looks like easy street, there’s danger at your door”. This is especially true when it comes to our money. One thing we do know is that recessions lead […]

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Are you prepared for the next flash crash and social unrest not seen in 50 years?

We all know the market has been pretty good for quite a while. What we don’t know is when the party is going to end. Will there be a wakeup call? We may have just received one. In a brand new report from JP Morgan’s top quantitative analyst, Marko Kolanovic, he warns that “the next […]

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The REAL History Behind Labor Day

For most of us, Labor Day is a long weekend towards the end of summer. However, it’s origin might surprise you. It began during the deep recession of early 1890’s when George Pullman, the railway tycoon was forced to lay off workers and reduce wages. The workers retaliated by going on strike causing commerce in […]

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The Pension Question – Lump Sum or Annuity?

You’ve worked your whole life and retirement is in sight. You’re one of the lucky ones, you have a pension option. Maybe you work for the state or one of the many private companies in town such as PG&E or AT&T. It’s time to kick back and enjoy your hard earned savings. Now you have […]

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What Will Keep The Stock Market Humming?

After a very disappointing first half of the year the stock market has started to come to life, finally. Some believed that the dismal performance was a precursor to a bigger more devastating drop to come, while others felt it was just the market digesting the sizable 2017 gains. The market flew higher from a […]

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Housing Market Set to Crash?

I’m going to give it to you straight. The housing market has me worried. We all have a significant portion of our wealth tied up in real estate, whether that be in our primary residence or investment properties. Therefore, the direction of the real estate market has a direct connection on our retirement. According to […]

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Target Date Funds – A Dangerous Retirement Blunder

A dangerous new trend is emerging for retirement investors: The use of Target-date mutual funds. Assets in this sector have soared in recent years. Topping well over $1 trillion dollars and rising. CNBC calls this trend “One of the biggest — and often costliest — retirement mistakes investors are making today” Fidelity and Vanguard both […]

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What’s With this Trade War?

In the last several weeks, President Trump has placed tariffs on billions of dollars of Chinese goods. The situation is changing rapidly; however, it’s important to understand what relevance this trade war has on your portfolio, especially if you are a retirement investor.   In short, high trading tariffs have led to stock market drops […]

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A Brief History of 4th of July Fireworks

We all just enjoyed another birthday for our great nation, most likely with some form of fireworks to compliment the celebration. As I was looking up at the exploding, multicolored exhibition, I thought to myself: “This is a pretty strange tradition. Where the heck did this start” The man behind the idea for fireworks to […]

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