You miss Richard C. Young’s Intelligence Report, especially the Monster Master List and the monthly introductions you couldn’t wait to read. I know this because you tell me. Here’s the intro from Dick’s last letter: My Last Issue Last Call! After nearly four decades of meeting monthly publishing deadlines, it’s time for me to shift […]
Investing
I Meant to Tell You My Recent “Survival Guy” Story
You know from here, here, here, and here that bad stuff happens. More times than I care to admit, I’m involved. Dear reader, is there anything more enjoyable? I get it. But once the feeling of “thankful it wasn’t me” passes, it gets darn serious. “What,” you may ask yourself, “if that happens to me?” […]
“I’m Having Major Surgery Tomorrow,” He Said
Life comes at you fast. One minute you’re living your retirement life. The next, you need major surgery. “I’m having major surgery tomorrow,” a client said to me yesterday. “Take care of things for me,” he said. “I will,” I said. We’ve been working together for over 20 years. He’s been trusting Richard C. Young […]
Why You Miss Richard C. Young’s Monster Master List
Happy Monday. Is your advisor a bank? If so, is it lending out your money for a song and paying you peanuts? Fidelity is not a bank. Fidelity is not a publicly traded company. In comparison, Charles Schwab has a banking division and is publicly traded. How about Vanguard? When was the last time you […]
April RAGE Gauge: A Private Spa Not the Public Pool
OK, my latest RAGE Gauge is in, and it’s not pretty. What did you expect me to say? The black swan isn’t gone for the season. Hardly. But, with interest rates you can sink your teeth into, it’s time to get your banking life in order. Look at the yield curve below and see what […]
When Rates Are This High, I Pay Attention
What you’re looking at is a snapshot of the yield curve at certain points in recent history and today. My, how far we’ve come. And hopefully, there’s further to go. But you and I know hope is not a strategy. With that said, if you’re on a fixed income, take a hard look at locking […]
Friends, Come with Me on a Road Less Traveled
You’ve come a long way. Pretty nice view, isn’t it? Look at your savings. Who would have imagined you’d be where you are today? Nice. And because of who you are, I want you to become intimately familiar with the yield curve. Fixed income is alive and well. Pretty nice, I’d say. And before we […]
You Can Never Really See What’s Ahead
Happy Monday. Hope you had a nice Easter weekend. Your Survival Guy enjoyed the last hurrah of skiing with our college-aged children at our home mountain Attitash. Now owned by Vail, they’re replacing the old triple to the top with a detachable quad during the off-season. And sure enough, Monday morning, it’s all over. The […]
Your Survival Guy’s Quick Top 10 Checklist
Your Survival Guy’s quick Top 10 checklist to help keep you on track this spring. Get your lazy cash off the couch. If it’s earning peanuts at your bank, move it to Fidelity’s Treasury Money Market (FZFXX), paying close to 4.5%. Think about moving away from mutual funds and ETFs. I want you to be […]
When “Mr. Smart Guy” Talks ChatGPT
With tax bills due and family gathering for Easter, it’s money talk that’s on the table. Unexpected tax bills from mutual funds that lost money are never fun. Headline statements about the banking disaster are going to come up. But is anyone paying attention to how this could lead to digital currencies? It’s easy to […]
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