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The Baby Boom Supply Shock to the System
The Baby Boomer's Supply Shock to the SystemI think that more and more investors, economists, and policy makers are beginning to understand and accept that we have another supply shock to work through - and it's a big one.The 1970's...
Read MoreTruths About Life Insurance that Will Inspire You to Get Coverage
Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...
Read More![Some Things Never Change [Income from Equities]](http://static.fmgsuite.com/media/ContentFMG/thumbnails/09ed0675-3223-48d8-ae29-90d7bd6470c5.png?v=1)
Some Things Never Change [Income from Equities]
Michael Allison Bloomberg Radio Interview - August 3, 2016
Read MoreIs Now a Good Time for a Roth IRA Conversion?
Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...
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NLA Website Showcase
I'm so honored that our friends at FMG chose the New Lantern Advisors website to showcase on their blog this week. There's a fun Q&A section which I really enjoyed doing.If you're interested in seeing the showcase and learning a bit...
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Weekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreEstate Planning Considerations for 2022
Is Your Estate Plan Tax-Optimized?Minimizing taxes is a common part of any estate planning strategy. Currently, it’s a relatively favorable environment for estate taxes, but tax rates can, and likely will change, which means...
Read MoreTime for a Portfolio Check-Up?
It’s summer. You’ll probably take the car in for a checkup before heading out on a road trip, because you want to ensure the vehicle will get you to your destination. Should you treat your investment portfolio similarly?The...
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All Recessions Are Not Created Equal
With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...
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The Mother of All Asset Shifts
Are you ready for the most significant re-allocation of assets in nearly a half century? You should be. Because, ready or not, here it comes!The relative value of human capital versus financial capital is really just a function of long...
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Meet the Human Enterprise™
The Human Enterprise™ is a framework for living that is a significant departure from the three stage life cycle around which we have organized society, the economy, and our lives in the industrial era. Those being:Education --...
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What is your "What's Next?"
Let’s play a drinking game. Take a shot every time someone asks you, “So what are your plans after you retire?” In my case, the CHECK LIVER light came on.It all started when…Early in 2020, prior to the arrival...
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