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Fun with Data. Plus, scary charts...!

Back in the day, when I worked at Smith Barney, we would get a steady stream of charts and tables and other data about the markets. Frankly, it was both fascinating and overwhelming. Some charts are very illuminating while others induced comas.

Here is one of my favorite types of charts; the S&P 500 Index over the past 20 years or so.

Are you Having These Thoughts?

If you find yourself thinking these panicky thoughts...

“It’s been a good run, but it’s time to get out.”
“I can’t just stand here!”
“If I time this just right…”
“I don’t want to bother my adviser.”
“THIS IS THE END OF THE WORLD!”

Breaking News: 'The Panama Papers'

IT’S A PARALLEL UNIVERSE FOR THE ULTRA-RICH AND ULTRA-POWERFUL. BUT A MASSIVE NEW LEAK HAS EXPOSED THEIR UNDERWORLD

Read This: Cautionary Tales of Wealth Spoiling our Children

Paris Hilton, Princeton phonies, and the prince who blew through billions—a collection of articles on young money. 

https://longform.org/posts/the-longform-guide-to-rich-kids--2

How to be an Informed Consumer of Financial Media

There is an irony in warning people about the ills of taking the financial media at face value. It is a strange thing that an awareness of current financial events can lead to worse investment outcomes. After all, in most endeavors, greater awareness leads to improved knowledge and results.

2015 Year in Review

2015 Review: Economy & Markets

The US economy and broad market showed modest gains during the year, although investor discipline was tested by news of a global economic slowdown, rising market volatility in China and emerging markets, falling oil and commodities prices, and higher US interest rates.

 

How to plan your life expectancy...

Financial plans are based on many assumptions – future income, earnings on portfolios, tax policies and client goals are just a few. With so many factors based on educated guesses, advisors come up with the best plan possible and know the plan must be reviewed regularly to update all the assumptions.

WILL YOU LIVE TO 100?

Must Have Estate Planning Documents

There are certain things in life that one must 'take care of' in order to have one's life in order. And what I mean by 'in order', is being sure not to fail to be responsible in your obligations to your family and loved ones.

Where the Wealth was All Along.....

The following story comes from a wonderful writer named David Cain. If nothing else it should make all of us pause and reflect on the meaning of the events in our lives...

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