• Retirement nest egg at age 45

    How Much Wealth Should You Have by Age 45?

    As a rule, people like to know if they are making progress toward a comfortable retirement, how their wealth compares to their peers, and how their investments are performing. When saving for retirement, the question is often “how much should I have saved at my age?” Ideally, this question would be answered in the context […]

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  • Rising investment values

    Rule of 72

    As you save for retirement, there is a simple rule of thumb that can be handy in determining what your investments will be worth in the future. It is called the “Rule of 72.” This simple rule quickly tells you how long it takes to double your money at a given rate of return (or […]

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  • how to react to covid losses keep calm and do nothing*

    Now What?

    Now What? Stay calm and do nothing. With global stock markets tumbling and an extreme level of uncertainty around the future, human nature is act, to do something, to intercede, to make things better. Yet as a long-term investor, you are often best served by doing nothing different (or very little). Just let your investment […]

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  • Look into the crystal ball

    Five Predictions For 2020

    2020 Predictions The Chinese stock market will outperform Berkshire Hathaway will cut several deals with distressed companies at bargain prices Top line shines, margins suffer for diversified retailers (grocery) The Fed will nationalize an additional $5+ trillion of the national debt Extraordinary government programs to bailout small businesses   With large swaths of the global […]

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  • Decade in Review

    U.S. Large Stocks Dominate Investing this past decade has been defined by a long bull market rising from the ashes of the Great Financial Crisis of 2007-2008. The current bull market—defined as a generally increasing stock market without a 20% decline—is now almost 11 years old, the longest in U.S. history. Like other bull markets, […]

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  • U.S. default on National Debt

    How the USA will default on the national debt

    Once upon a time, politicians paid lip-service to the idea that our country should operate with some semblance of fiscal responsibility. It’s almost comical to look back at Ross Perot’s presidential runs in 1992 and 1996 when he used flip charts to rally against government debt. Back then the United States had a national debt […]

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