2018 and older
October 31, 2016 As a kid I always liked mazes. There was something about starting down one path only to find the need to turn around, regroup, and then back up and take another direction. Mazes are not the same…
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October, 2016 The third quarter of 2016 was generally good for risk assets. The market spent much of the summer in the doldrums with the S&P 500 Index going two months without a move of 1% in either direction. Then, towards…
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October 24, 2016 The asset management firm, BlackRock, made some news this week with the report that it currently manages $5 trillion of assets. This is an astounding amount of money that exceeds the 2015 GDP of every nation on…
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October 17, 2016 The markets have provided absolute boredom over the last ninety days. We have seen small changes most days, with no big break outs, as the markets continue to move “sideways”. Since mid-July the S&P 500 Index has…
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October 10, 2016 We constantly say that time is our most valuable asset. I have found that on the freeways of Los Angeles that asset is flagrantly wasted. I spent this past week in the LA area on vacation. Having gone many…
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October 3, 2016 The first of the three Presidential debates occurred this past week. The most common view seemed to be that, in round one, Clinton got the better of Trump. That being said the polls still suggest the election…
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September 26, 2016 Two news stories this week might prompt a review of your estate plan. The first relates to the announcement by Democratic presidential candidate Hillary Clinton of her proposed tax plan, which clearly showed how her administration intends…
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September 26, 2016 Two news stories this week might prompt a review of your estate plan. The first relates to the announcement by Democratic presidential candidate Hillary Clinton of her proposed tax plan, which clearly showed how her administration intends…
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September 19, 2016 Everything appears idyllic. An affluent mother and father look in good health and are ready to enjoy their well-planned retirement. They have three children, all of whom are successful in their fields of work. There are grandchildren…
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September 12, 2016 I spent Labor Day weekend at the beach. Schools are back in session so the beaches are much less crowded. My choice of beach reading was about some newly minted, technology based, millionaires. I started thinking about how…
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