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Financial Planning & Economic Analysis Blog

What does retirement mean to you?

What does retirement mean to you?

What does retirement mean to you? Don Carson, retired Civil Engineer/Project Manager, Jacobs Engineering (age 79) In a brief discussion with Don Carson, we got his story of retirement. His career started with the Army Corps of Engineers in 1961 and J.E. Sirrine in 1963, which later became Jacobs Engineering,…

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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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