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Business Planning

The Turn

We are approaching a number of turns as I type this post post at the end of December on December 29th: a Presidential administration turn, a turn toward mass vaccination, and of course, the turn of the year.

QLC

Gratitude in An Age of Chaos

It’s easy to slip into a mindset of despair in a year like the one we’re having, but if we can manage to pause and refocus, we can still find gratitude. In my fifty-one years on this rock, I have never…

Financial Planning

It'll Make You Feel Good

Here’s a blinding flash of the obvious: Americans are highly stressed about their finances. Even before the economy went to Hell, people were experiencing all kinds of really negative feelings because…

Financial Outlook

Tsunami

There is a wave of defaults and bankruptcies building in the economic ocean and it will soon become a tsunami. This tsunami will swamp the bond market and then the Federal Reserve, if they really do what…

Financial Outlook

Make Adjustments

We have all had to make adjustments from time to time, both large and small. As evidenced by the number in our herd, we are a fairly adaptable species. So, while we resist making them, we are pretty good…

Wealth Preservation

Our True Selves

Renowned Canadian Psychologist Paul TP Wong said “A person’s true character is often revealed in times of crisis or temptation. Make sure you have what it takes to be your best in such times.” We all know…

Financial Outlook

Filtering the Noise

I have an old-ish pair of noise-cancelling headphones, and to my untrained ear, they sound like they filter the noise by just making a low humming sound in the background. They remind me of the media right…

Financial Planning

What Should We Do?

We’re seeing the question of “What should we do?” pop up in relation to all manner of issues, from the run on toilet paper and hand sanitizer, to business contraction from the shut down on public spaces, and of course, the decline in markets. In this post, we’ll offer some concrete ideas on what we should do, and what we shouldn’t do, considering what’s happening around us.??

Financial Outlook

What’s Next?

As a follow up to our last post, I thought we’d offer some perspective on what’s next for markets because we’re seeing a lot of half-baked messages on the internet. As I type, the US stock market is down 8% on the day, and I’m seeing weather forecasters and bartenders offering investment advice to people asking what they should do. What’s next for markets is anybody’s guess. What’s next for you is entirely within your control.?

Wealth Preservation

Are You Hedged?

Yes, I know. It’s been a while. We’ve been busy hedging. Are you hedged?

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