The next time you visit me in Newport, R.I., be sure to check out Matunuck Oyster Bar. You’ll be glad you did. Here are some words of wisdom by owner Perry Raso.
Words of Wisdom from Matunuck Oyster Bar’s Perry Raso
Drumline Battle | Army vs Air Force
Drumline battle between West Point and the United States Air Force Academy. The drumlines from West Point and USAFA battle it out before the annual football game between these two academies.
“The Losses are Taking a Toll on Their Health”
Coronavirus Infects Stock Market: Part LI “You know what’s crazy,” a client told me yesterday, “is that investors spend more time buying a grill than picking a financial planner.” Friends of his are in deep financial trouble. The virus has made it even worse, and the losses are taking a toll on their health. Another […]
Robo-Advisors: When You Have a Lot More to Lose than Money
Coronavirus Infects Stock Market: Part L With casinos slowly reopening (sorry, most buffets are still closed), it looks like gamblers found a home with Nasdaq. While the world, as we know, has basically come to an end, the tech-laden Nasdaq is up a couple percent year-to-date. Welcome to Planet Hollywood. One is reminded of the […]
Update! May 2020: Why Vanguard is Too Big for YOU
Coronavirus Infects Stock Market: Part XLIX A new client of mine is consolidating his eight-figure fortune with Fidelity. What’s shocking is how easily he decided to leave Vanguard. “Why?” I asked him. “E.J., I haven’t heard from anyone at Vanguard in over a year,” he said. “They’re letting a quarter of a hundred million dollars […]
You Can’t Time the Market: When Hubris Fails
Coronavirus Infects Stock Market: Part XLVIII You can’t time the market. Don’t even try, because you just might end up being wrong. Consider commercial real estate, for example. Anyone want to buy a high rise in Manhattan? Let’s hop in our time machine and look back to 2018 when the stock market was having a […]
Driving You into the Weekend: Joe Bonamassa
Joe Bonamassa & Eric Clapton – “Further On Up the Road”
Where to Live in Retirement? I Got You Covered Baby!
Coronavirus Infects Stock Market: Part XLVII You worry about where you live in retirement. I get it. You hate the idea of leaving your kids behind. I’m here to tell you: Don’t despair, they’ll visit! But if social distancing is your concern, consider snowy Maine or New Hampshire in January. You might see a bear […]
You Owe it to Yourself to Continue Doing What You’re Good At
Coronavirus Infects Stock Market: Part XLVI Clients of mine on the West Coast, we’ll call them Rock and Tess, sold their business a number of years ago. They were in their early 50s. Rock could care less about money. Tess handles that. Rock fixes things. Rock can fix just about anything mechanical. Rock is still […]