You know from here and here that retirement plans aren’t worth a dime if they don’t change with the times—if they’re not dynamic. Planning for retirement and income drawdowns is what I do every day of the week. It’s part of my conversations with you. It’s why we talk, because change happens. Look, we’ve been […]
Investing
Russia’s Private Military Companies Have Exploded in Recent Years
The use of private military companies (PMCs) by Russia has exploded in recent years, most notably the Wagner Group, which was named after Hitler’s favorite composer, Richard Wagner. The Wagner Group is Russia’s largest and most capable PMC. Its home base is located in Goryachy Klyuch, Krasnodar Krai, Russia. Read more from “Moscow’s Mercenary Wars” […]
WAR HAS BEGUN: What Advice Are You Giving Your Loved Ones?
UPDATE 4.15.22: Now over a month into the war in Ukraine, and the Biden administration has doubled down on blaming Putin for inflation, the southern border is about to get even worse as Biden rolls back Title 42, and Americans are suffering from debilitating energy prices. Needless to say, things are not getting better under […]
Intelligence Report: Dollar Destruction, Recession, Inflation, and Happy Easter
Happy Easter. Here’s a rundown of my conversations with you and other thoughts as inflation eats away at the chocolate bunnies: Financial Planning: Yes. I do it. It’s part of my regular conversations. What’s the key ingredient? Y-O-U. Like a four-star Michelin chef, I simply put the dining experience together for you. Are there planners […]
What Has Your Advisor Done for You Lately?
Does your advisor look at you like a source of revenue or as a valued customer who needs to be treated with the white-glove service you deserve? It’s worth asking, and I’ll get back to that in a minute, but first: What should you do if you’re thinking about retirement or just starting out in […]
April RAGE Gauge: The Separation of States Predicted
You can see with your own eyes the separation of states. This isn’t Lincoln’s Civil War; it’s the virtual war of our times. Never in our lifetime has the crossing of borders from blue state to red meant so much for one’s freedom. Look at the outcomes from COVID and how it was handled across […]
The Simple, Elegant Power of the Retirement Compounders
Long time readers have surely heard about my Retirement Compounders® portfolio. I don’t publicize the securities included in this strategy anymore, but it is still an integral part of my family-run investment counsel’s planning toolkit. Here’s what I wrote about the simple elegance of the Retirement Compounders® strategy in December of 2010: Durability, Ease of […]
Your Guide for the Worst Conditions in 50-Years
Predictions. They’re right up there in the mountain range of Mount Hope and Chance Peak near the end of “Failure to Plan” trail. Because when it comes to life, especially in investing, accidents that happen are most often accidents that should have been avoided—and could have been avoided. And yet, after every crash, slip, and […]
Are You My Mother? Are You a Prior Planner?
Do you have a plan? Are you my mother? Because when I hear about planning, that’s who immediately comes to mind. As I wrote to you yesterday, my mom’s a planner. When asked how she was able to take certain trips or go to space camp as a teacher, she would respond, “Prior planning.” As […]
“If You Fail to Plan, You Plan to Fail”
You know about my recent trip to Key West here, here, and here. One night, after dinner with friends, sitting around the outdoor dining room table, they shared stories about their COVID trip pulling an RV trailer from Key West to Colorado to Disney—specifically Fort Wilderness—and back. They made incredible memories, despite some scary hairpin […]
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