Much of the financial world has taken a renewed interest in the topic of inflation recently. This renewed interest is a bit of a sea change, as inflation as a focus of investors and even financial planners has been on the back burner for the better...
Read MoreMind on Money: The renewed attention to inflation
Mind on Money: Keep an eye on inflation, interest rates
After the events of the past two weeks, I was glad to take a long weekend doing some spring skiing in Utah. At the end of a 65-degree short ski day spent navigating snow best described as “cement,” I decided to take a beer and a moment on the...
Read MoreTragic loss prompts reflection, offers lessons
This week my family and my Oak Partners family were devastated by unimaginable tragedy when Joe Starkey, my brother-in-law and business Partner, died suddenly while on a family vacation. Joe was 41 years old. No person in life is perfect, but Joe may...
Read MoreMind on Money: Trusteed IRA offers estate planning advantages
The SECURE Act, which became law in December 2019, made some important changes to the rules governing IRAs and other retirement plans. The two highest profile rule changes were the elimination of the what was commonly referred to the as the...
Read MoreMind on Money: Complexities of ‘wealth taxes’ make them inefficient
As I went through my morning routine on Tuesday, I watched CNBC as they were interviewing Senator Elizabeth Warren touting her wealth tax proposal. The interview was odd. I felt the CNBC morning crew was a bit more sophisticated in their questions...
Read MoreMind on Money: What the bond market is telling us
The 10-year U.S. Treasury Bond is clearly the highest profile benchmark for the U.S. bond market. When I wake up each morning, I check all the financial markets, and the “10 year” is high on my follow list. Since the beginning of 2021 the 10-year...
Read MoreMind on Money: Take a realistic look at the future of energy
As we dig out from two feet of snow here in the Region, I know it seems particularly ironic to write a column about global warming. Whether or not one agrees with the conclusions of climate change proponents, however, is now irrelevant. As has been...
Read MoreMind on money: Modern Monetary Theory deserves your attention
I still vividly remember the high-energy drawl of Ross Perot, renting prime-time network infomercial time to educate us on the insanity going on in Washington, D.C. With the fervor of a southern preacher, then Independent presidential candidate Perot...
Read MoreMind on Money: Tips for speeding up the FAFSA
This column is for my brothers and sisters in the struggle. For those among us who, like our household, have a high school senior in their ranks. In my house, my son’s college acceptance letters are in hand, the list has been narrowed and a...
Read MoreMind on Money: Market drama could be warning sign
It was the Friday before Martin Luther King Day in the year 2000. I was 29 years old and at the airport with six buddies, waiting for a mid-morning flight, on the way to a guys' ski trip in Jackson Hole, Wyoming. Anyone who has ever been on a guys'...
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