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Thursday, September 15, 2022

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...

Tuesday, September 13, 2022

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...

Wednesday, August 24, 2022

Michael Allison Bloomberg Radio Interview - August 3, 2016

Wednesday, August 10, 2022

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...

Thursday, August 4, 2022

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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Monday, August 1, 2022

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...

Thursday, July 21, 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...

Wednesday, July 20, 2022

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...

Tuesday, July 12, 2022

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,...

Thursday, May 12, 2022

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...

Thursday, April 21, 2022

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 --...

Tuesday, April 5, 2022

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...