It’s Happening

It’s Happening

Several months ago we hosted a webinar entitled The Inflationary Freight Train. During our time together we looked at the history of monetary induced inflation going all the way back to the Roman Empire. We walked through the 1950s and the 1970s and landed on where we...
The Last Piece of the Puzzle

The Last Piece of the Puzzle

The economists got it wrong during and after the financial crisis because they incorrectly predicted where money would flow. You may remember the dire inflationary predictions during the experimental rounds of QE1, 2 and what turned out to be QE infinity. Their...

How We Met – Logan Gilland

I was so excited to start my Senior year with a new promotion as the Senior Resident Advisor second in charge of a staff of 12 RAs and a building of 400 residents. I walk into my private RA bedroom for the first time and see a second bed wedged into the room… “What...
Reducing RMD Taxes with Charitable Giving

Reducing RMD Taxes with Charitable Giving

For individuals who have saved a significant amount in their tax-deferred retirement accounts, required minimum distributions (RMDs) starting at age 72 can be a very unwelcome event. Without planning ahead for the taxes or implementing a Roth conversion strategy, as...
Planning for Conversions

Planning for Conversions

As a financial planner, I see a wide range of scenarios in the plans that we do for people. One day, we may be developing a plan for someone in their mid-30’s, in their wealth development phase, and needs to chart a course of prudent long-term saving and investing....
Stop, this is no Game

Stop, this is no Game

The challenge I have with the GameStop action is not the inefficiency of markets or the lopsided short positions, which fueled the upside. My challenge is not with the Reddit threads or Robin Hood traders. Nope, the biggest problem I have with the GameStop type action...