The Classic Story of a Spender and a Saver

The untypical financial planning blog! Yes, my wife came up with the title as I get teased a bit for being a little frugal. However, we do try to find some humor in it. Hopefully some of these random thoughts will help you in your financial journey, So enjoy! - James Daniel, CFP®, CFA, CMT, EA Now for the DISCLAIMER: This blog is not intended as financial advice. We encourage you to consult with your personal advisor before acting on anything you read here.

A Life Changing rally on tap?

Written on May 2nd, 2017 by Jamesno shouts

Interesting article.  Could it really happen?  http://www.marketwatch.com/story/a-life-changing-rally-is-shaping-up-in-the-stock-market-predicts-one-fund-manager-2017-05-01

Something to think about

Written on April 4th, 2017 by Jamesno shouts

We never know if this will happen to us or how it could affect our retirement dreams.  A very real disease that we all need to have a plan for:  https://www.yahoo.com/style/this-son-is-documenting-his-mothers-dementia-in-a-heartbreaking-video-series-173544541.html

Why hire a CFA to manage your wealth?

Written on April 4th, 2017 by Jamesno shouts

There is a difference:

https://www.cfainstitute.org/learning/investor/Documents/why_hire_a_cfa_charterholder.pdf

Retirement Minute – max Social Security in 2017

Written on March 13th, 2017 by Jamesno shouts

What’s wrong with a rule that advisors have to act in their clients best interest?

Written on February 3rd, 2017 by Jamesno shouts

I’m not a fan of the government over regulation, but asking financial advisors to act in their clients best interest seems like a no brainer.  Why are the big guys asking Trump to repeal this rule?

Rise Up!

Written on January 23rd, 2017 by Jamesno shouts

NFC Champs!  Nice to have our home team going to the Super Bowl.

What is a Fiduciary?

Written on January 5th, 2017 by Jamesno shouts

pretty soon you will have instant Amazon deliveries!

Written on December 29th, 2016 by Jamesno shouts

New patent from Amazon – flying warehouse with drone delivery:  http://www.cnbc.com/2016/12/29/amazon-flying-warehouse-deploy-delivery-drones-patent.html

$55B in profit over 28 years

Written on December 22nd, 2016 by Jamesno shouts

Pretty interesting read on a secretive hedgefund.  Sometimes patterns trump fundamentals:  https://www.bloomberg.com/news/articles/2016-11-21/how-renaissance-s-medallion-fund-became-finance-s-blackest-box?cmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social