Blog

Enjoy this month’s edition that features a review of stock market history geopolitical events plus an income tax reminder.

In a recent article the author Tim Urban wrote about a concept he calls “depressing math.” In a nutshell, this concept comes from actually counting the number of times that we will get to experience something we enjoy from now through the rest of our lives. It feels like we have countless weeks ahead of us but, in fact, they are quite countable.

University of Kentucky men’s basketball coach, John Calipari, played himself in a cameo appearance on the Showtime series Billions last week. He, as usual, was brilliant. In fact, his advice to the fictional hedge fund traders was so spot on he might actually make a good financial planner some day. Here are some highlights followed by a link to the 1:47 video:

Enjoy this month’s edition that features a review of January’s volatile stock market and a description of a new mutual fund in our lineup.

I recently spoke to a University of Kentucky class about financial planning and investing, as I have each semester for the last several years. The class has evolved some since those first couple of semesters to include more business majors than before. Their questions, however, haven’t really changed that much. Here is what I’ve found they’re most interested in discussing:

Enjoy this month’s edition that features a review of the stock and bond markets in 2021, a reminder of the benefits of diversification, a note about TD Ameritrade tax statements, and an invitation to schedule a meeting with us.

One of my golfing buddies texted our group wishing us a Happy New Year and informed us that, as of January 1, 2022, as far as he is concerned, we’re all starting the new year as scratch golfers. In other words, we’re now all WAY better than we actually are.

The list of books I most enjoyed during the past year isn’t quite as anticipated as former President Obama’s or Time Magazine’s – but maybe it should be. My list, however, simply shares the books I enjoyed regardless of when they were published. I hope you find something interesting here too.

Enjoy this month’s edition that features notice of a potential phone call from BMO, a look at the Federal Reserve, as well as a reminder on how to protect your passwords.

Potential Phone Call From BMO

I am obsessed with Succession, the HBO Max series about the uber-wealthy and powerful family vying to take over their father’s media empire. While exploring the motivations and psyches of truly terrible people, the show excels at character development and features brilliant writing. In the 2nd season, there is a scene where they provide striking perspective on wealth.