Buffettisms

I admire Warren Buffett as much for his manner of speech as for his investing prowess. Below I’ve pulled some commonsense quotes from his just released 2017 Berkshire Hathaway Annual letter – enjoy! Buffett’s view on debt, which could apply to any of us: “Our aversion...

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I was skeptical…

Gender Lens Investing? Should I admit that I didn’t know it was a thing? Interest in Socially Responsible Investing (SRI), which, for example, might exclude tobacco companies from your portfolio, has been growing along with investing based on environmental, social and...

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Heal your business model!

“Managing money is the most profitable business in the United States.” Jason Zweig pulled this quote for his recent Wall Street Journal article from a 1996 speech made by Arthur Zeikel, then president of Merrill Lynch Asset Management. Zweig’s article, “Financiers,...

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Hyperbole

Hyperbole – synonyms: exaggeration, overstatement, magnification, embroidery, embellishment, excess, overkill. There’s been a lot of hyperbole in the financial news the last few days – below are some examples I culled from news stories: a big whoosh lower massive...

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In the news…again!

Johanna Willett's article "This free Tucson finance class for millennials helped me master money" appeared last week in the Tucson Life section of #ThisIsTucson, an online platform of the Arizona Daily Star: This free Tucson finance class for millennials helped me...

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“Oh, come on!”

That’s what I said to the radio yesterday morning. In response to the government shutdown, a hydrologist with the U.S. Geological Survey was asked the question “how with this affect you?” and, to my dismay, he said “I can’t miss a house payment. If I miss a paycheck,...

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Balance

We talk about life balance, a balanced diet, balancing work and play, the balance of nature. Now’s an important time to talk about balance and our investments. All too often investor behavior hurts us when making buying and selling decisions. We get excited and buy...

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Love and Money

Couples who report disagreeing about finances once a week are over 30 percent more likely to get divorced than couples who report disagreeing about finances a few times a month. This from a study of 2,800 couples surveyed in 1987 by the National Survey of Families and...

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Arizona Tax Credits, a win-win

‘Tis the season for charitable giving and, with tax filing just around the corner, you may be able to re-direct tax dollars owed to the State of Arizona to a charity or school of your choice. Arizona offers a dollar-for-dollar credit for certain programs: The Arizona...

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