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Warren Buffett’s Annual Shareholder Letter

April 13, 2021

Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that 2020 was an unusual year by economic, social and financial standards, there is much to glean. Despite the difficulties the U.S. has experienced in managing…

Can Money Buy Happiness?

March 30, 2021

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an annual salary of $75,000 ($90,000 in today’s dollars). Past the $75k threshold, people weren’t necessarily any happier. That scenario has apparently changed in the ensuing…

Is the Market Poised for a Value Shift?

March 17, 2021

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many years, Wall Street analysts warned a market correction was long overdue. Despite intermittent volatility, those concerns largely have not borne out. You may be tired…

Retirement Planning Insights

March 11, 2021

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in this scenario. First, if both spouses are over age 62, determine if you can make ends meet by taking only one Social Security benefit while…

What Is The Value of a CEO Pledge?

March 5, 2021

What Is The Value of a CEO Pledge? As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so for the other stakeholders it was designed to represent. In the past, private companies thought little of…

Pandemic Highlights the Difference Between Economics and Finance

February 23, 2021

Pandemic Highlights the Difference Between Economics and Finance One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. They are measurements of two different things, often indicating how the other will react. However, as we…

Vaccines and the Stock Market

February 16, 2021

Vaccines and the Stock Market   If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus.…

When To “Buy Low”

February 9, 2021

When To “Buy Low”   The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s also the “January Effect,” when the stock market generally gets a performance boost thanks to tax harvesting in December and…

How To Help Maximize Social Security Benefits

January 26, 2021

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim earlier than your full retirement age (FRA), your benefit will be permanently reduced. The age to qualify for the full Social Security benefit varies by…

Global Recovery in a Post-Pandemic World

January 19, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on hold. Instead, the report focused on priorities for recovery and revival instead of competition.1 Indeed, economic globalization over the past two decades, in many ways,…

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