Starship Medicine

If you’ve ever watched the Star Trek TV show, or any of the franchise’s movies, you’ve probably noticed that spaceship medicine is different from what we’re accustomed to. Instead of a physical exam, on the Starship Enterprise, the doctor points a blinking device at the patient and arrives at an instant diagnosis of any health […]

ACA Open Enrollment

 

Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website. This year, many locations will feature fewer carriers bidding for your business, but virtually every county in America still has coverage options.

But pay attention: the […]

Bidding for Buffett

Chances are you’ve never paid anybody to have lunch with you, but chances are you aren’t Warren Buffett either. Every year, the Sage from Omaha hosts an auction, with the highest bidder getting to join Buffett for lunch and bring seven guests—with the proceeds going to charity. The winner in this, the 18th year of […]

Virtual Realities

Searcy Financial Services had key employees working remotely and conducted face-to-screen client meetings from multiple locations. Then the company founder decided to move away.

Takeaways: Clients are receptive to virtual meetings so long as they can get in touch with you. You might see your staff more often virtually working from home than you did […]

3rd Quarter Report – 2017

The last few years of a bull market are always a bit of a mystery to professional investors; the market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic reasons for it. The current bull market […]

Puerto Rico – Statehood or Bust

You’ve probably read about the troubled finances of Puerto Rico, the U.S. territory in the Caribbean that has issued more than $70 billion in municipal bonds, with no visible way to pay out the interest, much less the principal. Now Puerto Rican have overwhelmingly voted that they want their island territory to become the 51st […]

Portfolio Performance Defined

You receive portfolio performance reports every three months—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher. But it might surprise you to know that most professionals think there is actually little value to any quarterly performance information, other than to reassure you […]

Aging Dilemma

Should today’s 70-year-old American be considered “old?” How do you define that term these days? Statistically, your average 70-year-old has just a 2% chance of dying within a year. The estimated upper limits of average life expectancy is now 97, and a rapidly growing number of 70-year-olds will live past age 100.

Perhaps more […]

Don’t Put Off Fun

If you’re like most people, you carefully put off doing something fun—like taking a trip or treating yourself—until you finished your work. Of course, for most people, the work never ends, and the fun gets put off over and over and over again.

The hidden assumption behind putting off fun is that you won’t enjoy […]

Measuring the Market

Have you ever wondered what stock market professionals and equity analysts talk about in their spare time? Recently, the Bloomberg website featured a debate about something that is getting a lot of attention recently: the historically high, and still-rising U.S. stock market valuations. People have been willing to pay more, and more, and more for […]