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Handing Over the Keys
By Rick Waechter, Founder We work with multiple clients in their 80s – and even a couple who are in their 90s. Our oldest client […]
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Zooming Way, Way Out on Economic Data
By Justin May, Portfolio Manager 2026 marks 100 years of the S&P 500. The index has returned over 10% annually for the past 100 years; […]
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Investing Lessons from the World Cup
By Rick Waechter, Founder The World Cup just concluded. It was another spectacular tournament. The only thing that is more fun than watching the games […]
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Gold Glitters, and Then It Doesn’t
By Rick Waechter, Founder Occasionally, clients will ask if they should own gold. Because the price almost doubled in 2025, the frequency of those questions […]
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Trump Accounts: Take the $1,000, But Don’t Add More
By Rick Waechter, Founder Trump accounts just launched. They are investment accounts for kids under 18, designed to be used in retirement. They have tax […]
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Why We Avoid SpaceX (and All IPOs)
By Justin May, Portfolio Manager SpaceX had its IPO on June 12th. It was the largest IPO ever. The company raised $75 billion at a […]
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Risk: Where You Least Expect It
By Rick Waechter, Founder Some of the greatest fortunes have been created by correctly forecasting where risk will rear its ugly head. Michael Lewis, in […]
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To Lower Your Tax Bill, Understand This
By Justin May, Portfolio Manager Everyone wants to lower their tax bill. But it’s not easy to do. One reason: our tax code is complicated, […]
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Lessons in Finance from a Bike Trip to Greece
By Rick Waechter, Founder My wife and I recently joined a group of her college classmates on a bike trip in Greece. It was a […]
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At What Point Does ‘Investing’ Become Gambling?
By Justin May, Portfolio Manager I can risk my money by betting on professional sports, college sports, and youth sports. I can bet on online […]
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Maximizing the Tax Step-Up
By Rick Waechter, Founder One of the most favorable provisions for investors in the tax code is the step-up at death. It allows your heirs […]
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Investing When Nothing Makes Sense
By Rick Waechter, Founder At least a few of our clients have asked a question which can be paraphrased as follows: “The world is crazy, […]
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When Direct Indexing Makes Sense
By Justin May, Portfolio Manager If you buy a total market index fund like Vanguard’s Total Stock Market Index (VTI), you own shares of about […]
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April 15 Has Passed. What Did You Learn?
By Rick Waechter, Founder Now that you have either filed your 2025 taxes or extended, the temptation is not to think about taxes for a […]
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Ups, Downs and Returns
By Rick Waechter, Founder, and Justin May, Portfolio Manager Our friends at Dimensional Fund Advisors create a lot of interesting charts which help put investing […]
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When You Die, What Happens to Your Online Life?
By Rick Waechter, Founder Many of us have dozens, and some of us hundreds, of apps and logins to digital sites. Do you know what […]
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