Musings.

Musings

The world, the economy, the markets, and our lives are dynamic. Events can have a large or small impact on us. They can create excitement, cause fears, raise questions, and spark insight.

Listed here are our most spontaneous, timely, and succinct comments on wealth, life, and more.





  • September 26, 2014 - Gross Departs PIMCO

    PIMCO suffers another blow as its legendary bond king, Bill Gross leaves to join Janus. | WSJ 



  • September 23, 2014 - Endowment Model

    The endowment model for portfolio management can be useful for private investors, too, with modifications. |Uncorrelated



  • September 19, 2014 - Baba ganoush

    Chinese internet sensation, Alibaba, started trading on the NYSE today at $68.00.  |Bloomberg



  • September 18, 2014 - Loch sloy!

    Scotland voters reject independence referendum and preserve UK; however, the independence movement is likely to keep pressure on the UK.



  • September 16, 2014 - It's an Asian Internet

    Ahead of heightened excitement for Alibaba's  Friday IPO, the center of the internet universe has shifted toward Asia. |WSJ



  • September 12, 2014 - $400K a year Poor House

    There is more to wealth than making a lot of money.  Align spending toward your life purpose to feel rich at any level. | WSJ



  • September 10, 2014 - Apple Picking.

    Instead of picking Apple stock, Hawk100 recommends that families consider just picking apples this fall. |Ohio Apples $$



  • September 09, 2014 - Apple's Glitch

    Under CEO Tim Cook, $AAPL events have fallen short of the heights attained by the late Mr. Jobs. |WSJ



  • September 05, 2014 - Automatic Investments.

    Morningstar is bullish on auto industry stocks. |Morningstar



  • September 04, 2014 - Retirement Security.

    CFA Institute offers guidance to help establish a plan to retire securely. | CFA Institute



  • September 03, 2014 - Using Your Tax Return to Your Benefit.

    Your personal tax return contains loads of information that can help you frame a financial plan. | AICPA



  • September 02, 2014 - Freshman Financial Fitness.

    Ohio Society of CPAs has great advice to help freshmen start college financially fit. | Ohio CPA