Top 10 of 2017

Back by popular demand is the Year-End wrap up!  Some of these affected our portfolios and others made our lives better…or at least made us smile for a few days. 

Last year, 2016, gave us a year of historic market highs, mind-blowing political events (remember Brexit?) and epic sports achievements. This year, 2017, gave us more historic market highs, more epic sports achievements and, yes, more mind-blowing political events.  And ever more. Read on….

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Top 10 – Part One.  Perhaps you may be moved to remind me of a couple of your personal gems to round out Part Two next week. Continue reading “Top 10 of 2017”

Robo-Advisors: The Amazon of Investing

What is Robo-Advising?  And why would I call this article “The Amazon of Investing?”

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Last week saw the news of Amazon bidding for Whole Foods Market in an attempt to combine the earth-shattering capabilities of online with something as everyday as food shopping. In last week’s edition, I mentioned that there are far-reaching implications for a tech company bidding for a grocer.  One of these implications involves technology having moved full-force into the world of investing…and beyond. Continue reading “Robo-Advisors: The Amazon of Investing”

Balance Between Online and B&M Shopping

Very short note today due to various Father’s Day festivities, oh, and golf’s US Open with an exciting weekend ahead!

The news yesterday of Amazon looking to buy Whole Foods Market (home of “Whole Paycheck”) has a multitude of far-reaching aspects, all worth expanding upon in future “TGIF 2 minutes” editions. Continue reading “Balance Between Online and B&M Shopping”