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Archive for June, 2013

The Wealth Secret That Hides In Plain Sight

Saturday, June 22nd, 2013, by

As investors, we must have a built in bias to take anything that is simple at its core and mold it into something complex and expensive. What brings this to mind is a recent appointment with my newest wealth management clients, a professional couple who have done an admirable job of living within and below […]

Too Big To Fail: The Movie That Got It Right

Saturday, June 15th, 2013, by

I’m not the movie enthusiast I used to be…but then again…the movies are not what they used to be either. These days, I’m pretty content to see what Turner Classic Movies has lined up on its queue, and failing that there is always the vast Netflix online library. But there is one recent offering that […]