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Hindsight Is 20/20. Foresight Isn't.

Submitted by WWA Planning & Investments on December 13th, 2019

As the year draws to a close it’s tempting to try to predict what 2020 will bring, especially in the markets. Here’s a brief article from the thoughtful people at Dimensional Fund Advisors discussing that very topic.

The year 2019 served up many examples of the unpredictability of markets.

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No R-E-S-P-E-C-T For Aretha

Submitted by WWA Planning & Investments on November 13th, 2019

Music fans of a certain age were saddened to learn of the recent passing of Aretha Franklin, long known as the Queen of Soul. Financial planners of all ages were saddened to learn of yet another person dying without a complete estate plan, including a will. Unfortunately, she’s just the latest in a long line of famous people who should have known better.

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F. Scott Fitzgerald, Financial Planner

Submitted by WWA Planning & Investments on October 23rd, 2019

All investors recognize the need for information.

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Race to the Bottom

Submitted by WWA Planning & Investments on October 23rd, 2019

According to Wikipedia, today’s title relates to a governmental decision to reduce regulations and taxes in order to attract business to its jurisdiction. Often attributed to Justice Louis Brandeis, the concept has been around since the late 1800’s.

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YOU Are the Product

Submitted by WWA Planning & Investments on October 8th, 2019

The retail brokerage industry began in New York City in 1792 with the signing of the Buttonwood Agreement. It established the organization now known as the New York Stock Exchange and fixed commissions for customers at one quarter of one percent.

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Warren Quoted in Medical Economics Article

Submitted by WWA Planning & Investments on October 4th, 2019
Read Warren's advice in the Medical Economics article titled "Best Ways to Boost Practice Performance".
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You Can't Get There From Here

Submitted by WWA Planning & Investments on September 25th, 2019

We’re all familiar with today’s title but when I tried to track down its actual roots, I became confused. According to multiple websites, it relates to a farmer in Maine trying to give a traveler directions to town.

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Got to Know When to Hold ‘em

Submitted by WWA Planning & Investments on August 28th, 2019

Kenny Rogers made Don Schlitz’ song The Gambler famous back in the late 1970’s. If you recall the lyrics, the old gambler tells the young one that you have to know when to hold your cards and also when to fold them.

 

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Warren quoted in Boston Globe article - "New Front in Trade War Thumps US Markets"

Submitted by WWA Planning & Investments on August 7th, 2019
https://www.bostonglobe.com/business/2019/08/05/trade-war-prompts-huge-d...
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Shakespeare in Retirement

Submitted by WWA Planning & Investments on July 3rd, 2019

This morning I’m thinking of the delightful 1998 movie Shakespeare in Love. It involves a poor, unknown playwright named Will who falls in love with the far-out-of reach daughter of a wealthy merchant.

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