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Personal Succession Planning – Part I

I recently gave a presentation to clients regarding personal succession planning.  I prefer to call it personal succession planning versus estate planning because many people view estate planning as only being important should one die, but it also comes into play should you become disabled or unable to make decisions for yourself.  Failing to plan […]

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Dr. King, The Visionary

“The difference between a dreamer and a visionary is that a dreamer has his eyes closed and a visionary has his eyes open.” – Dr. Martin Luther King, Jr.

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Thunder, But No Lightning?

I don’t take lightly the 3+% move in the markets over the past two days.  And, be assured, down days in the market leave a much more lasting impression in my mind than big up days (which is why I was able to cite below the date and statistics of events 27+ years ago without […]

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Where is all this stock market volatility coming from?

The equity markets have been quite volatile of late with 300 and 400 point swings in the Dow Jones Industrial Average, intra-day, not uncommon.  What is going on? Many opinions abound, but I would suggest that two major forces are at play. Both of them impact the amount of the “liquidity” for stock trading available.  […]

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Housing Prices, A Good Consumer Barometer

Home price growth slowed in October and the question that lingers is whether the recovery from the slump in pricing that began with the Great Recession in 2008-09, is coming to an end.  This is an important consideration because price growth provides the accumulation of equity that typically allows homeowners to “trade up.”  The cycle […]

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Oil Price Confusion

Media commentary regarding the price of oil tends to focus on two widely quoted markets, Brent and West Texas Intermediate (WTI). The price of Brent crude reflects North Sea sourcing, whereas WTI is used as a benchmark in oil pricing.  WTI is the underlying commodity of the Chicago Mercantile Exchange’s oil futures contracts.  There are […]

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