To CPT or Not to CPT, That Is the Question
Wealth Management
SEPTEMBER 24, 2022
How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).
Wealth Management
SEPTEMBER 24, 2022
How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).
Calculated Risk
SEPTEMBER 24, 2022
From WardsAuto: September U.S. Light-Vehicle Sales Tracking to 5-Month High (pay content). Brief excerpt: "Despite the amount of pent-up demand waiting to be tapped, without an increase in incentives combined with dealers selling fewer vehicles above sticker price, waning availability of affordable offerings on dealer lots will cause sales gains to lag the expected growth in inventory.
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The Big Picture
SEPTEMBER 24, 2022
? ?. Visual Capitalist : “The sharp rise in interest rates has sent shockwaves through markets. The S&P 500 Index has steadily declined ~20% year-to-date, and the NASDAQ Composite Index has fallen ~30%. Bond markets are also showing signs of uncertainty, with the 10-year minus 2-year Treasury yield curve acting as a prime example. This yield curve subtracts the return on short-term government bonds from long-term government bonds.” The post Visualizing Interest Rates Since 2020 a
Abnormal Returns
SEPTEMBER 24, 2022
Markets The very shortest end of the Treasury curve is not yet inverted. (bonddad.blogspot.com) Why it matters when the Fed stops raising rates. (capitalspectator.com) Strategy Why it's important to make investment decisions before a bear market hits. (awealthofcommonsense.com) Consistency is an investing superpower. (novelinvestor.com) Trading Retail investing is not going to become less 'democratized.
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A Wealth of Common Sense
SEPTEMBER 24, 2022
A little less than one year ago I asked Are U.S. Housing Prices Becoming Unaffordable? At the time, the Case Shiller National Home Price Index had just hit a new all-time high for year-over-year price gains of around 20%. That meant monthly mortgage payments for median single family home prices were reaching all-time highs: But if you adjusted those monthly payments for inflation things didn’t look so bad: Adjust.
Random Roger's Retirement Planning
SEPTEMBER 24, 2022
A few weeks ago a fire department colleague asked me about closed end funds (CEF). I used to use a couple back when the choice available in ETFs was more limited. I haven't used a CEF as an across the board holding in ages. My friend read something about them and had questions. I showed him charts of a couple long standing CEFs that have been steadily eroding since the financial crisis.
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Clever Girl Finance
SEPTEMBER 24, 2022
Keeping your home clean isn’t always easy. Between your busy social life and work commitments , finding the time to clean up is a challenge. However, if left unchecked, clutter can start to overrun your home — a minimalist list of things to get rid of should help, so we created one for you! It may surprise you to learn that the average American spends three weeks cleaning in a year.
Abnormal Returns
SEPTEMBER 24, 2022
Autos Auto makers are struggling to meet demand for EVs. (wsj.com) Hertz ($HTZ) is planning to buy GM ($GM) EVs. (engadget.com) Lithium prices are soaring. (wsj.com) Transport Cars are disappearing from the streets of Paris. (reasonstobecheerful.world) Who needs a jetpack when you can ride a hoverbike? (euronews.com) Energy Puerto Rico's electrical grid was an problem even before Hurricane Fiona.
Wealth Management
SEPTEMBER 24, 2022
Phyllis Borzi says the Labor Department may wait to learn the outcomes of several ongoing lawsuits concerning a Trump-era rule before moving forward on new regulations.
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