Visiting Friends

Summer heat, afternoon storms, the July 4th weekend. We got a note recently from a cousin who spent time in Iraq and is now living in Los Angeles. He described a family he befriended in Baghdad who subsequently moved to Europe. They have enough money to visit him in California. But they also wanted to …

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How Long Will You Live?

This calculator estimates your life expectancy. It was developed by Northwestern Mutual Life. It's interesting that there are only 13 questions; yet, they can predict how long you're likely to live. CALCULATOR

Cognitive Dissonance

All of us get caught up from time to time with our brain in the wrong place. As an investment professional, I see people who need to be conservative, are in fact trying to be careful, yet the steps they take can be radical. I mentioned this to a friend the other day and his …

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Special Thanks to Susannah Peddie

Susannah, a local photographer of renown, gave me one of her images to include among my header images for this blog. Unfortunately, the format forced me to trim it. But I love the color and the palm trees. My house is a similar blue which reminds me of Bermuda. You should visit her gallery at …

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Murphy’s Laws, Part II

Cole's Law: Thinly sliced cabbage Moer's Truism: The trouble with most jobs is the job holder's resemblance to being one of a sled dog team. No one gets a change of scenery except the lead dog. Finagle's Third Law: In any collection of data, the figure most obviously correct, beyond all need of checking, is …

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The Secret Life of a Squirrel

BY SAM HALLGREN 6:30 am Wake up disoriented, with a funny taste in my mouth. Shift away from the sun and discover a chipmunk, fast asleep not two inches from my protruding belly. I whimper, curse, and then remind myself (again) not to go on any more blind dates. Fermented chestnuts will make anyone look …

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The Bernie Madoff Effect

I think we all know the name Bernie Madoff. What we don't know is how his actions have influenced how ordinary people interact with their financial advisors. But I rarely have a conversation with a prospective client anymore that isn't influenced by Madoff. Many individuals begin an interaction with a financial advisor as a result …

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Gas prices are dropping; what does the future hold?

A favorite of mine is Tom Barnett. Here's a post with huge implications going forward with respect to the Middle East and our dependency on oil. READ IT HERE...

Murphy’s Laws, Part I

Segal's Law: A man with a watch knows what time it is. A man with two watches is never sure. Churchill's Commentary on Man: Man will occasionally stumble over the truth, but most of the time he will pick himself up and continue on. Ducharme's Precept: Opportunity always knocks at the least opportune moment. The …

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