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Well Balanced Vol. 23
Stock quote: “To be is to do” - Socrates. “To do is to be” - Sartre. “Do Be Do Be Do” - Sinatra. Well Balanced Vol. 23 is a round-up of topics helping you get today right.
Over Time & Most of the Time
Monthly inflation reports are like mile markers on a long road trip. We discuss a recent CPI report and look back a few years for context. (video)
The Second Best Time
We focus on long-term investing through the lens of the ancient proverb: "The best time to plant a tree was 20 years ago. The second best time is now."
Beginnings: School and New Money
Embarking on a new investment journey shares emotional similarities with the first day of school—both are filled with a mix of fear and excitement. We explore immediate investment and dollar-cost averaging strategies in this back-to-school "study guide."
Well Balanced Vol. 22
Stock quote: My advice to new artists is to embrace a broader concept of timelessness than vintage or retro." Well Balanced is a round-up of topics helping you get today right. Vol 22.
Rating Agencies and Burnt Pizza
For those in or near retirement, perhaps the question is, how can I protect my purchasing power and grow my wealth? Can I trust the IOU from Uncle Sam?
FYR: Concentrated Position
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.
Market Perspective & Economic News Recap
News Recap: 1) U.S. economy outperforms expectations, 2) Federal Reserve approves a quarter-percent interest rate hike, and 3) Dow Jones Index experiences a winning streak.