Long Term Care Insurance Webinar

December 18, 2012

Have you ever wondered if you need Long Term Care (LTC) insurance? What does long term care cost? Why is LTC insurance so expensive? At what age should you buy it? These questions and more will be discussed with Melissa Barnickel, CPA, CLTC of Baygroup Insurance. After ridding herself of boring CPA accounting jobs like [...]

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Christmas and Economics – What Could Be Better?

December 7, 2012

Here is a humorous take on economic theory wrapped in a Christmas carol (h/t Daily Capitalist). The parody attacks the claims that wealth is created by consumption – a common misnomer preached by Keynesians like Paul Krugman. The reality is wealth is created through savings, investment and improvements in productivity. Think about it for a [...]

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Kyle Bass Interview on CNBC

October 6, 2012

If you scroll through previous posts, you will I am a big fan of hedge fund manager, Kyle Bass. In fact, once I even called him a man crush. The reason is he is able to take the 30,000 foot view. He isn’t the typical pundit-clown you see on financial news extrapolating one data point [...]

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Interview with Kirk Kinder about Exchange Traded Funds (ETF)

September 26, 2012

Below is an interview with me about the ETF industry produced by ETF Insights. Exchange Traded Funds Interview   Kirk Kinder, CFP® is the Founder of Picket Fence Financial, a fee-only financial planning and investment management company dedicated to saving folks from Wall Street. Picket Fence Financial does  this through a few different ways. One, [...]

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Alternative to Paltry Money Market Yields

September 21, 2012

Admit it. You hate bankers. It’s ok – I admit it. Banks assume a massive amount of risk yielding enormous profits. When the risks implode, the banks get a bailout. How do they repay us? They give us sub-1% yields on our money. I am not saying all banks are bad. I love credit unions [...]

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Common Estate Planning Mistakes

September 15, 2012

In a recent podcast, which can be found here, Dax Nelson, J.D. LL.M, discusses the five most common estate planning mistakes he sees people make. Among the routine errors, misunderstanding the asset protection provided by revocable trust is the most common. Other errors are choosing the wrong people to administer your estate, not updating your [...]

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Place Your Bets – Fed Meets Today

September 13, 2012

Step right up, step right up, and place your bets. This is what the financial markets have become. Don’t worry about economic or profit numbers. Just guess what 13 bankers behind closed doors decide to do. Today at 2:15pm, the Federal Reserve will release its monthly meeting notes. Many people expect the Fed to announce [...]

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ETFdb Features Picket Fence Financial

September 8, 2012

A recent ETF Insights by ETF Database featured a Q&A with me. I talked about my experiences with Exchange Traded Funds (ETF) as well as where I think the industry is heading. You can view the article here. ETFs have found their way into countless portfolios as investors of all walks have embraced these vehicles [...]

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Picket Fence Financial Profiled at Thumbtack.com

August 31, 2012

Thumbtack recently profiled my firm, Picket Fence Financial, on its site. Thumbtack interviewed me asking the ways that Picket Fence Financial is different than other firms and how I help clients. If you would like to see what they did, you can check it out here: Financial Planning

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Intriguing Graph

August 21, 2012

Here is a graph that made its way around the internet recently (h/t The Big Picture). I have never heard of this economic indicator before, but it does makes sense. The graph tracks the number of carloads of waste (trash) compared to the change in Gross Domestic Product (GDP). If we are buying lots of [...]

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