Blog
9 Jul 2018
Economics
Social Security is Broke(n) and Cannot Be Fixed
In my last post, I wrote about how as of this year, the US Social Security system is bleeding cash and policymakers will soon be...
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26 Jun 2018
Financial PlanningReal Estate Investing
When Will Social Security Go Bust?
Earlier this month, the Social Security Administration released its annual Trustees Reports on the financial condition of the program. This year’s report contained some hugely...
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6 Jun 2018
EconomicsPostmodern Finance
Free Trade and the Golden Rule of Capitalism
People often ask me why the market, or some segment of it, has been acting the way it has been recently. My go-to response is...
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14 May 2018
Financial PlanningTax Management
Big Island and Changes in the 2018 Tax Law
I love the Big Island of Hawaii and am truly saddened to see the devastation wrought by the recent eruption of the Kilauea volcano. The...
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16 Apr 2018
Economics
The Steamroller: Reflections from My First Black Swan
Investing is a numbers game. With a well diversified portfolio, you make a lot of little bets and on any given day some of them...
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19 Feb 2018
InvestingPostmodern Finance
Testosterone is not an Investment Performance Enhancer
Finance, especially investment management, has traditionally been a male-dominated industry, often noted for its swashbuckling machismo, aggressive competitiveness, and otherwise male-high-school-jock-stereotype nature as in popular...
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6 Feb 2018
Financial PlanningInvesting
What is Rational Behavior Given Recent Market Volatility?
On Monday February 5th 2018, the Dow Jones fell 1174 points on top of a steep rise in volatility from the week before putting the...
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3 Jan 2018
Economics
Everything Keeps Getting Better: 2018 Edition
Do you ever get the feeling that the only news they report is bad news? Well if you’ve ever wondered why that is, there is...
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Where’d All the Risk Go?
America is more divided now than ever, a hostile foreign power is openly threatening us with nuclear weapons, and we don’t even know what next...
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30 Oct 2017
Investing
Bitcoin; and other Fun Ways of Setting Your Money on Fire
Alright, bring on the hate mail! As I promised in my last post, today I give you more than you ever wanted to know on...
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3 Investments to Avoid in an Expensive Market
You’ve probably heard it, maybe you’re worried about it: stocks are expensive, bonds are expensive, real estate is expensive, it seems like just about everywhere...
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10 Oct 2017
EntrepreneurshipEstate Planning
Wildfires: Small Business – Big Hearts
As I woke again this morning to the smoky haze covering San Francisco, I am reminded of my many friends in Napa and Santa Rosa...
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