A (Fake) Market Update for Serious Money Investors
Many of us have wondered how and why the news media attributes daily market performance to some relatively ephemeral news event (e.g., “the Dow was down 250 points today on news of a poor employment report…”) when common sense tells us that millions of investors nationwide could not possibly have responded to the same report in the same way. Those of you who have asked me this question...
Read MoreHappening Now in 2015
This is the third in a series where I am sharing perspectives on the world of exponential technologies—the technological advances that disrupt current business models, solve big problems, and change the way we live. Two months ago, in a piece titled “10 Years Ago v. Today”, I explored nine huge ways that our daily lives are different today from just 10 years ago. Last month, in a piece...
Read MoreThe World in 2025
Last month I shared an email from Peter Diamandis, author of the best-selling book, Abundance: The Future Is Better Than You Think, describing the amazing advances that have occurred in our world during the past 10 years. How about a look forward to the next 10 years. What might the world look like in the year 2025, living in accordance with Moore’s Law (which postulates that computer...
Read MoreTen Years Ago v. Today
For over a year now, I’ve discussed the amazing times we are living in as the digital age transforms so much of our daily lives. Peter Diamandis, author of the best-selling book, Abundance: The Future Is Better Than You Think, is the expert who monitors and participates in this digital transformation. Periodically, Peter sends me emails detailing his views about the changes we are experiencing...
Read MoreThe Platform of Confidence
We often talk about the Platform of Confidence that we try to construct for our clients at The Planner’ Edge. By way of review for some readers and a fresh explanation for others, I am going to provide an overview of the elements that (hopefully) comprise your personal Platform of Confidence. Three Fundamental Conditions Let’s begin with an understanding that building and maintaining...
Read MoreThe Bigger Picture
“The business of journalism is to sell news everyday even when there is no news of consequence.” Nick Murray, 1993 It is very easy (in fact, too easy) to fall into the trap of thinking that what we hear on the news is the only news that really matters to our lives or our investments, or that the latest government policy is what really matters to our lives and our investments. But is the daily...
Read MoreAfter Digitization
A couple of months ago I wrote about digitization, the process of converting something into binary code that can be read by a machine. This process is happening everywhere and to virtually everything. It cannot be stopped or avoided. Anything that can be digitized will be digitized. So what happens after something is digitized? What happens next is a growth process that travels along an...
Read MoreFocus on Companies, Not Governments
As the number and complexity of big problems seem to accumulate almost daily, in both the domestic and foreign policy areas, it seems reasonable to conclude that solutions will not be coming from our federal or state governments. I find that my confidence drains when I think about the government’s general lack of productivity and value. However, my confidence builds every time I learn about...
Read MoreHelping with Your Important Decisions
Not only do we help you make portfolio management decisions, stay on the good side of market volatility, and measure and report your investment performance periodically, but we also help you think through important (usually financial) decisions. Here are examples of real-life client situations that we have helped with just in the past couple of months. When To Begin Social Security One of our...
Read MoreEvidence of Abundance
There can be no denying that we are experiencing a multitude of problems, both foreign and domestic. These problems are vexing and growing with solutions far from certain. However, at the same time, the path of human progress continues to move inexorably toward abundance. It is easy to lose sight of this progress because it is not something we see on the nightly news. For this reason, I want to...
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