Category: Blog

On the Matter of Being Distracted By Brad Thomason, CPA May 29th, 2015   The other afternoon I was waiting for a new batch of fries to get ready at the Burger King down the road from our office. I had gotten entranced in work and it was about 2:00 in the afternoon before it […]

More Downward Pressure for Interest Rates? By Brad Thomason, CPA May 19, 2015   Trying to guess where interest rates are headed, I’ve been told my whole career, is a fool’s errand. More to the point in the here-and-now, we don’t have to spend a lot of time speculating about low rates in the future, […]

A Fan of Alternatives By Brad Thomason, CPA May 8, 2015 It has been said that in order to do a good job selling something, you really need to believe in it. At some point, no matter what business you are in, you get asked whether you really believe in your widget or if you […]

Sell in May? By Brad Thomason, CPA April 28th, 2015 It’s about this time every year when you are likely to hear one of the stock market’s most enduring sayings: “Sell in May, and Go Away.” This little nugget dates back to the era when Wall Street really was the physical place where stock trading […]

3 Really Big Questions By Brad Thomason, CPA 4/20/2015   Comprehensive financial planning is an activity in which only a minority of the population engages.  It’s been that way for as long as I can remember.  As you might suspect, I’m quite irritated by that reality.  But we don’t get paid to tilt at windmills […]

How Long Will My Money Have to Last? By Brad Thomason, CPA April 8, 2015 There are several significant unknowns that have to be dealt with when doing planning for retirement income.  We don’t know exactly what investment results are going to be.  We don’t know what kinds of unexpected expenses (probably for something related […]

This blog is a re-post of a topic we addressed on our old site, www.RedMountainAssetResearch.com.   What is a Defensive Asset?  It’s the kind of thing you would invest your money in if you had reached that point in life where keeping what you already had was a lot more important than trying to get […]

The Rest of the Story By Brad Thomason CPA 3/22/2015 Do you remember Paul Harvey? I used to love listening to him on the radio. It is probably fair to say that his unique way of talking was something of a gimmick, but that didn’t change the fact that he was a solid journalist and […]

Too Much Investment Risk By Brad Thomason CPA 3/14/2015 Investment risk is something we all sort of know is out there, but not something that always get the attention it should. We assume – rightly – that in an investment situation there’s going to be some risk. But the details are harder. We talk in […]

Deal of the Day: 0% for 15 Years! By Brad Thomason CPA How do you earn zero percent for fifteen years? Well, first you call your broker sometime in March of 2000, and tell him you want to buy a Nasdaq index fund, or maybe the derivative version, the QQQQ. Then you go to sleep […]