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ESG Investing Back in the Arena, Political Hot Potato Gets Tossed Again

The political football has been tossed back into the hands of workplace retirement investors who want to take their values into account in managing their portfolios. At the end of 2020, the US Department of Labor, responsible under ERISA for regulating 401Ks, changed the rules for sustainable investing, moving the goal posts for fiduciaries by […]

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Dealing with the Russian Invasion of Ukraine

On Wednesday night, Russian Federation President Vladimir Putin followed through on his threat to invade his neighbor, the sovereign nation of Ukraine. It is difficult to know his actual motivations and what his plan is. But this is obviously an affront to the post-WW War II international order. And a tragedy for the Ukrainian people.

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Preparing for Short-Term Election Volatility

What’s better for investors, Republican Presidents or Democrat Presidents? It’s a trick question. First, because in general, over the long run, it doesn’t matter. While some data correlates Democratic administrations with stronger markets since the end of World War II, there is no evidence of a cause and effect relationship. And this nifty interactive exhibit

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Retire Early? Retire Late? Or Retire Right on Time? – Lessons from the Early Retirement Movement

The FIRE movement captured my interest only recently. Financial Independence, Retire Early (FIRE) is an aspiration of motivated young people today to stop working and retire in their 30’s and 40’s. As a retirement advisor, seeing the obvious challenges of saving enough money and otherwise getting one’s act together at such an age, I rather

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CARES Act Relaxes Rules for Charitable Giving

The $2.2 trillion stimulus package – known as the CARES Act – passed by Congress and signed by the President on March 27 created strong incentives for charitable giving in 2020 to meet the needs of people tragically affected by Covid-19. There are provisions for both modest and more affluent donors alike. $300 Above-the-Line Universal

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Value Investing and Skiing May be The Key to Living Longer

A recent column entitled, Survivor Bias: Why Successful Value Investors Live Longer, mused on the apparent longevity of legendary value investors Charlie Munger and Warren Buffett. Today’s long suffering value investors, looking for a silver lining in the decade plus underperformance of value stocks, may find one in Munger’s quip that “professors, judges and value

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