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Beware of Alchemy
Lab-grown diamonds transformed a market built on scarcity. Justin May looks at what disruption can teach investors about price, diversification, and the risks no one sees coming.
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How to Protect Your Finances from AI
By Rick Waechter, Founder It has never been more important to understand the threat Artificial Intelligence poses to your personal finances. It has never been […]
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Protecting Yourself from Hackers & Fraudsters
Summary Your financial assets are at greater risk than they have ever been. That’s because most of your assets are accessible online. Hackers and fraudsters […]
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Manage Your Investments Like Your Fantasy Football Team
By Justin May, Portfolio Manager This weekend marks week 2 of the NFL season. For me, it’s week 2 of the fantasy football season. I […]
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Hit-By-A-Bus Planning
By Rick Waechter, Founder Next year, I will turn 65. Like most people who face that milestone, I find it hard to believe. While I […]
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What to Do About Bonds?
By Rick Waechter, Founder and Justin May, Portfolio Manager Bonds are in the news – and not in a good way. Plenty of commentators suggest […]
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Good Decisions, Bad Luck
By Justin May, Portfolio Manager I’d like to play a game with you. Here’s my offer: you roll a 6-sided die. If it lands on […]
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The Short of It
By Rick Waechter, Founder One of my favorite sayings is from the French philosopher and mathematician, Blaise Pascal. It goes, “I would have written you […]
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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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