Sunday, September 26, 2021
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John Kageleiry

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Finance 101: Permanent Risk

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Risk is always with us, and cannot be eliminated. Too much in safe bonds, and you run the possibility of losing to inflation and/or...

Finance 101: The role of luck

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“Of all the gin joints in all the towns in all the world, she walks into mine.” –Humphrey Bogart, “Casablanca” In what may be one of...

Why a good financial plan is always wrong

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“Every financial plan is wrong. They’re all shots in the dark. It’s impossible to predict the future, and there’s an almost infinite number of...

You never really know

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I think it was 1993 when I met a potential client who wanted to discuss his financial situation. At that time, I worked for...

Finance 101: What kind of an investment is a home?

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When people start thinking about buying their first home, their brains are inundated with all kinds of worthy questions. Some are quality of life...

Finance 101: It’s broken, and you’re dumb

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No one likes to see their investments go down in value, but that happens. But when they do, does that make you bad or...

Finance 101: Target Date Funds

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Retirement savers have, for forever and a day, been challenged by how to reasonably invest their savings. 401(k)s and IRAs have been the primary...

Finance 101: Back to normal

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It’s almost the end of the year, and an eventful year it has been. Threats of trade wars, worries about a slowing economy, all...

Finance 101: How to help avoid elder financial abuse

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America is growing older. Every day of the week, 10,000 people turn 65. This is what has been referred to as the “baby boom...

Finance 101: Roll or stay

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Americans have a significant part of their retirement savings in defined contribution plans. Think 401(k)s and 403(b)s. And there are tens of millions of...

Finance 101: Required Minimum Distributions

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As many Americans know, they will be required to take a mandatory minimum distribution from their tax deferred accounts at age 70.5. So what...

Finance 101: The end-of-history illusion

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Over the long arc of time, things rarely stay the same. What was the steady rock of consistency yesterday is somehow irrelevant today. We...

Finance 101: When wildness lies in wait

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“The real trouble with this world of ours is not that it is an unreasonable world, nor even that it is a reasonable one....

Finance 101: Control what you can control

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In today’s hyper-connected information and news-cycle world, we are constantly buffeted with more, often contradictory, messages. Everything moves fast. We are subject to so...

Finance 101: Tax-efficient accounts

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Over the past several years, the world of personal investments has moved steadily toward lower costs. The greater adoption of things like index mutual...

Finance 101: Ready for college costs? Maybe

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The goal of attaining a college degree is deeply ingrained in the American dream. It’s both aspirational and practical. Almost 70 percent of high...

Finance 101: Enjoying life, now or later

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I have often wondered why people, in general, seem unwilling to do any kind of actual financial planning for their later years. A short...

Time to give up on bonds?

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I came across yet another article citing how high stock market valuations are. It uses something called Shiller’s CAPE ratio as a reason to...

Thoughts on the underappreciated merits of worry

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With the most recent parabolic pyrotechnics in the stock market, a lot of people were feeling pretty good. It’s hard to blame them. What...

Finance 101: We get happier as we age

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I have long followed Tadas Viskanta's excellent blog, Abnormal Returns .  As an advisor and planner, I find it to be an excellent resource...
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