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When the Going Gets Tough…the Strong Stay the Course

January 11, 2019

A big inevitability that many people squander a lot of time worrying about, of course, is a bear market. Trust ... Read More

Making the Case Against Day Trading and Thrill-Seeking

November 21, 2018

One of the most-thumbed books on personal finance in my local library is entitled Warren Buffett Invests like a Girl: ... Read More

Predicting the Unpredictable in Your Finances

November 8, 2018

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More

The Expansion of 529 Plans

November 1, 2018

What is a 529 Plan? The Tax Cuts and Jobs Act of 2017 increased the benefits of 529 savings plans, which make them ... Read More

Why You Should Work with Real Financial Experts

October 17, 2018

The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More

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Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
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Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
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Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth