Category: Blog

These are Streange Times We Are Living In By Brad Thomason CPA 2/27/2015 Back at the beginning of the month there was an article about Municipal Bonds in Fortune. The theme of the article was that low fuel prices would spur more travel, so the class of municipal bonds known as revenue bonds would flourish. […]

Addings ALTS to your Portfolio By Brad Thomason CPA 2/18/2015 Ready to make the move and start adding alternative investments to your portfolio? Great. Here are a couple of ways to approach it. First of all, what kind of investor are you? Are you building a nest egg which you don’t expect to need until […]

You Gotta Finish By Brad Thomason CPA 2/6/2015 Remember the story of The Tortoise and the Hare? If you ask a room full of adults what the moral of that story is, you will hear, in unison, “Slow and steady wins the race!” I know, because I’ve done it at a number of speaking engagements […]

Investments Which Lose Money… On Purpose! By Brad Thomason, CPA 2/1/2015 In the latest issue of Bloom berg Business week there’s an article about how bond managers are having to buy bonds which they know are going to lose money. The theme of the article is that the economic slowdown in Europe and Japan has […]

Diversifying Without Stocks and Bonds By Brad Thomason, CPA 1/27/2015 Bonds don’t pay much right now. Stock prices have seen a boom the past few years, but people are now growing nervous about whether or not a reversal is on the way. The US financial press is overwhelmingly oriented toward the idea of stock+bond portfolios. […]

Retirees are Different By Brad Thomason, CPA 1/16/2015 Early in my career I recall hearing the phrase, “The difference is just commas and zeroes.” The person who said it was making the point that what was going on in a small company was the same as occurred in large corporations. At the time, it seemed […]

Welcome to 2015, and our New Site! By Brad Thomason, CPA 1/5/2015 Happy New Year. And welcome to this new web-based resource. The idea for this site goes back several years. Time and time again we were running into people who were lamenting the low yields in bonds and CDs, but who didn’t want to […]