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Feigning Independence as Birds of a Different Feather

Feigning Independence as Birds of a Different Feather

It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of...
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Seasons Change and Change is Exciting. What has happened in 2016

Seasons Change and Change is Exciting. What has happened in 2016

As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to...
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Negative Interest Rates: Not that Mysterious

Negative Interest Rates: Not that Mysterious

Not that long ago, most economists would have probably argued that it’s impossible for a bond or other interest-paying asset to sell at a negative...
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The World’s Money is Being Managed by People with Completely Unrealistic Expectations

The World’s Money is Being Managed by People with Completely Unrealistic Expectations

State Street recently published a survey of the return expectations and strategies being used by institutional investors around the world (h/t Flirting with Models). The...
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Does the Stock Market Take a Summer Break?

Does the Stock Market Take a Summer Break?

This week, I’m going to be taking a little summer vacation and go camping. As a result, our trading activity over the next several days...
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Two Wealth Building Tips from William Shakespeare That are Still True Today

Two Wealth Building Tips from William Shakespeare That are Still True Today

College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young...
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Do Index Funds Make it Easier to Beat the Market?

Do Index Funds Make it Easier to Beat the Market?

I want to take a break from my Postmodern Finance series to talk about a different series of posts I came across recently on the...
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Should You Take Out a Mortgage to Deduct the Interest?

Should You Take Out a Mortgage to Deduct the Interest?

The old saying that there are only two sureties in life, death and taxes probably never bought a house in the Bay Area. If they...
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The Essential Estate Planning Checklist

The Essential Estate Planning Checklist

This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t...
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Durable Power of What?

Durable Power of What?

The trust and the living (pour-over) will make up the foundation of an estate plan. No estate plan would be complete without the two separate...
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Can You Trust a Will?

Can You Trust a Will?

As I mentioned in my previous post, Americans are abysmal at Estate Planning. Over 50 percent don’t even have living will to convey their wishes...
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Wither the Value Investor?

Wither the Value Investor?

Value investing, the strategy of buying stocks whose market values are low relative to their profits or book value or other accounting metrics, has a...
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