CKBlog

Friday, February 01, 2019

Look Out for Outlooks 2019 Edition

It’s very difficult to successfully predict the future. Whether your expertise is in elections, the weather, or financial markets, if your profession requires you to make predictions, then your profession requires you to be wrong most of the time.

Read on: Look Out for Outlooks 2019 Edition

Topic: The Market

Friday, January 25, 2019

2018 Market Review

2018 reminded investors that equity markets are unpredictable and volatile. As they should be. Otherwise, why should we expect 8-10% returns per year over the long run?

Read on: 2018 Market Review

Topic: The Market

Monday, December 17, 2018

A Worthless Millionaire

Inflation is real and may be the single most destructive force to impact your quality of life during retirement. If it accelerates, you will want to work with a professional who has real-world experience with its effects.

Read on: A Worthless Millionaire

Topic: Strategies

Wednesday, October 31, 2018

Timing versus Time Frame

They say “timing is everything.” Sure, when investing, getting the timing right when buying and selling a stock can make a huge difference in actual performance. But as we’ve previously written, timing the market is nearly impossible. It requires you to be right twice. You could have been a genius to sell out of stocks in 2007 prior to the financial crisis, but if you never “got back in,” were you really any good at market timing?

Read on: Timing versus Time Frame

Topic: Strategies

Monday, October 29, 2018

Value with Growth

There has been much talk recently about the possible shift from “growth” to “value” stocks during the recent market volatility. A review of why this may be happening is in order. Growth has worked better for the last several years. Value has worked better over a longer period of time. So what is an investor to do?

Read on: Value with Growth

Topic: Strategies

Thursday, August 02, 2018

Why Did This Deal Reach Me?

Part of our role for clients is to evaluate the private deals that come across our desks. Sometimes these reach us through a cold call or email, but they also arrive via our own network and in many cases, from our own clients. It takes an extremely high bar for these investments to make it into client portfolios.

Read on: Why Did This Deal Reach Me?

Topic: Strategies

Wednesday, July 25, 2018

Things Move Fast. Slow Down. Our 2018 Q2 Market Review

In this era of social media, it is important to remember that events which used to take hours, days, weeks, or even months to reach the news are now shared with millions within minutes. Due to constant “breaking news” we are all subject to instant analysis, gut reactions, and ultimately superficial responses to events. It’s hard to block out the noise. Things seem to be moving too fast. What to do?

Read on: Things Move Fast. Slow Down. Our 2018 Q2 Market Review

Topic: The Market

Tuesday, July 17, 2018

Want to Know How Much We Make?

Admit it: you’d love to know how much your neighbor, friend, or family member makes. Sites like glassdoor.com or payscale.com can give you a ballpark of what your recently promoted friend is earning. They list average pay for certain roles and titles at thousands of companies across the US. It’s a tricky equation, but the websites claim to have proprietary algorithms to optimize their estimates. Want to know how much we earn? No algorithm needed. Here is our fee schedule.

Read on: Want to Know How Much We Make?

Topic: Standards

Monday, July 16, 2018

Understanding College Savings Plans: 2018 Edition

With college tuition rates soaring, how in the world will you be able to pay for your child’s education? Here is a look at college savings plan options.

Read on: Understanding College Savings Plans: 2018 Edition

Topic: Financial Planning

Wednesday, May 30, 2018

Financial Planning Hits Home

Financial planning is all about putting the right plans in place and executing on them so you can spend time doing what is meaningful to you.

Read on: Financial Planning Hits Home

Topic: Financial Planning