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Financial Planning & Economic Analysis Blog

Attention Accountants:  What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

Attention Accountants: What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

When accountants prepare income tax returns for clients they generally seek to minimize the current year tax bill. All things equal we agree. But all things are never equal. Because most of the true costs your clients face are not disclosed, most accountants don’t have the full picture. Most accountants…

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Wide Moat  Investing is Global

Wide Moat Investing is Global

Our global approach to seeking excellence led us to Morningstar. The service we contract with to deliver our stock portfolios is based in Toronto Canada. Morningstar’s headquarters is in Chicago. Stock analysts around the world seek companies with wide moats, who can earn higher profits than competitors for over 20…

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Will Yesterday’s Winners be Tomorrow’s Winners?

Will Yesterday’s Winners be Tomorrow’s Winners?

Jason Zweig, author and contributor to the Wall Street Journal who updated Benjamin Graham’s classic The Intelligent Investor, weighs in on how companies make money. Great businesses, those few who have the uncanny ability to earn high profits for a very long time, have done incredibly well over the last…

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How Will The President Finance his Proposals?

How Will The President Finance his Proposals?

Small business confidence has soared after the Presidential election because US business owners and taxpayers are ebullient about a possible reduction in corporate taxes. Many are also excited about his plans to overhaul our infrastructure. But they are concerned about the cost of this. In order to pay for this,…

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