by Wendell Cayton Since this is the time for New Year’s Resolutions, I considered a few for the investment-minded. Calling them resolutions, goals, or objectives makes little difference – following…
Large singular stock positions in a portfolio can cause management challenges for the investor. As many found out during the tech bubble a few years ago, holding a large position…
As the economy continues to show signs of improvement, members of the financial press who believe that bad news sells better than good news are sniffing around looking for signs…
by Wendell Cayton “When are you going to retire?” I recently asked a friend I have known since we were kids growing up in Yakima, Washington. “Shoot, I’m never going…
No mega-million endorsement deals, no management entourages flocking around a victor in these Olympics. Instead, the rewards for victory are the cheers of fellow competitors. No “show-up” money for the…
We can find much to be thankful for as the season of Thanksgiving descends upon us. Perhaps we could start by being thankful that our stock market is showing life…
Among life’s important little lessons to pass along to our children is how to handle money. Shrinking stock market returns are echoing through family structures, and where there was once…
Little is more important to many people than their home… and few things are more important to the economy than homes and household formation. The average American gets married around…
“…Do not attack an enemy whose ranks are in perfect order and not to advance uphill”…sage advice from Sun Tzu’s The Art of War. Savvy investors might translate this to…
Don’t throw away your life insurance trust and its expensive life insurance policy just because the estate tax is going away. Like a bad dream, in ten years it could…