Weekly Blog

What is a SPAC?

I got a call from a client the other day. Our quarterly client letter listed several speculative investments we would avoid, among them SPACs. He wanted to know what a SPAC was. SPACs have been around for a while but have become increasingly popular in the past year....

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A Debt Collector’s Dream

Did I ever tell you about the time I got a notice from a debt collector? No, this wasn’t a mistake in my youth. It was last May. I was quite surprised. I always pay my bills on time. My family lives below our means. I’m the one who pays all the bills in our family. I...

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Accountability Partner

As I was getting ready to walk out the door this morning, Rae (my two-year-old) said, “Wait Daddy. You almost forgot to bring an apple.” She watches me pack my bag each day. Normally it includes two eggs, an apple, coffee, and water, among other things. I knew I was...

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Active Management Still Doesn’t Work

The latest S&P Index Versus Active report was released today. Every six months, S&P releases this report to compare the performance of actively managed funds to their benchmarks. Each time it comes out, the conclusion is the same. Most actively managed funds...

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Goals, goals, goals

The three most important things about real estate are location, location, location. If we broaden that out to all financial decisions, I think the three most important things are goals, goals, goals. If you don’t know what you’re trying to achieve with your money,...

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