Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’ journey home to Ithaca, which included a part where Odysseus and friends had to sail past the island of Sirens. The Sirens sang a song no sailor could resist. But if...
I’m really excited about getting a new iPhone. I’m rather attached (addicted?) to my phone, so I rarely think twice about shelling out several hundred dollars to get a new one. I can even say it’s an extremely reasonable purchase to make, because I...
There is an important decision long-term investors make and it is one of the few things in the world of investing fully within your control: Asset allocation. What is Asset Allocation? Asset allocation is an investment strategy used to balance risk and reward by...
Every December, I make a list of books to read for the upcoming year. The list isn’t designed to be exclusive, and I tend to add additional titles as the year progresses. In past years, however, I never came close to getting through everything on the list. I still...
The end of the year is traditionally a good time to tackle tax planning, but this year’s tax reform has narrowed the window of opportunity a bit. Plancorp’s Brian King (Chief Planning Officer) released this note a few days ago to our clients with...
