We recently posted an analysis of the tradeoffs involved with realizing embedded capital gains in 2012 before presumed higher rates kick in starting January 1 (Cliffhanger: The Fiscal Cliff and Year-End Planning), in which we focused largely on the tradeoff between keeping more capital invested and eventually having gains…
In this edition of the Digest, we talk about our family trees, the “fiscal slope”, and share a few videos ranging from perhaps the most beautiful flash mob ever to a quick Cliff Notes of Obamacare. Climbing the Family Tree At Yeske Buie, we recently…
In this edition of the Digest, we review recent investment updates, revisit the Fiscal Cliff discussion, and highlight the Money Savvy Pig’s spotlight in The Wall Street Journal. New Blended Benchmark We’ve added a new blended benchmark to our monthly portfolio performance reports that we…
The Money Savvy Pig was cited as one of five gifts to encourage good financial education/management in an article in the WSJ’s Personal Finance section entitled, “Gifts for the Financially Inclined”. In the article, journalist Simon Constable talks about the story behind the Money Savvy Pig……
We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…
We’ve all heard about the Simpson Bowles Commission (technically, the National Commission on Fiscal Responsibility and Reform), which was created by President Obama in early 2010 and delivered its final report on December 1 of that same year. Neither Congress nor the White House embraced…
In this edition of the Digest, we will be discussing the recent shift in our investment strategy toward a truly global portfolio (we are revisiting this post from a few weeks back as the changes were implemented in the last few days) and celebrating Elissa…
The arrival of another presidential election year brings a fresh crop of articles asking (and answering, sort of) the question: which party is better for the economy and the stock market? Our own take is pretty straightforward: with respect to the presidency, there have only…