Portfolio Strategy Review Q3 2021

"I hope I never recover from this."  William Shatner on his journey into space at age 90  Reflation, inflation, or deflation….that was so last quarter. This quarter “stagflation” also began to gain attention. Stagflation evokes fear of the 1970’s when inflation was...

Medicare Nightmares

Plan Enrollment Errors: Advance Planning is Good Medicine Combine the federal government with the US tax and healthcare systems and what do you get? One very complicated maze of rules and regulations called Medicare! Medicare’s complex rules are confusing and can...

Portfolio Strategy Review Q2 2021

“A nickel isn't worth a dime anymore.”  Yogi Berra  Reflation, inflation, or deflation. How about a libation and we call it good? The range of opinions about the future direction of prices we pay for goods and services leaves us with one concern: Are recent price...

Portfolio Strategy Review Q1 2021

“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra The consistent theme in these quarterly reports is that sound strategy prioritizes your goals and gives you even greater odds to grow and protect your wealth. Many investment calories...

Is Cryptocurrency Here to Stay?

There has been a lot of controversy and disagreement on the viability of cypto assets like Bitcoin. It's been called the next "store of value" (akin to gold), a highly secure medium of exchange, an innovative piece of computer science, as well as an energy intensive,...

Portfolio Strategy Review 2020

“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we destroyed ourselves.” Abraham Lincoln The year 2020 is over. Good riddens. A year we will never forget. A Bull market for stocks. A bear market for people. The...

Portfolio Strategy Review Q3 2020

“A genius is the man who can do the average thing when everyone else around him is losing his mind.”—Napoleon Most major economies appear to be coming out of recession. Many economists believe the worst is behind us. Yet not all sectors of the economy have rebounded....