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Thoughts in Charts: Do I Need That?

These two charts aren’t earth-shattering bits of new information; however, they did give me pause. I came across these while reading Jonathan McCarthy’s “Discretionary and Nondiscretionary Services Expenditures during the COVID 19…
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Thoughts in Charts: Quilting Lessons

My grandmother was a skilled quilter. She and I spent many summers in her sewing room meticulously building these works of art. I often would get so lost in the block-by-block detail, that I’d forget to step back and see what was really…
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Three Key Risks of Retirement

Ready for Retirement? As Boomers get older, we can expect that the number of retirees will grow each year.  After all, the oldest member of this generation is now 74 while the youngest is 56.  If we look at the statistics of Pew Research…
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Thin(k) About Your 401(k) Plan: Reflections on 10 Years as An Advisor – Part 3

It’s probably not surprising that investment strategies are unique just like people. Each investment client is different in what motivates him or her to invest or how he or she feels about risk.  As a result, advisors use both science…
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Thoughts in Charts: Office Space

  Office Uncertainty: it’s a real thing. With so many people working from home, I’d love to see a graph about how much time people have spent wondering if they will ever return to the office. It’s probably up there with the…
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Thin(k) About Your 401(k) Plan: Reflections on 10 Years as An Advisor – Part 2

As I continue looking back over the last 10 years as an advisor at ThirtyNorth Investments, I realize that 2020 reflects a critical early lesson about discipline I like to share with clients and prospects. Recent conversations brought clarity…
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Thoughts in Charts: The Price of Pie

Back in May, I posted “Thoughts in Charts: The Price of Food” which explored food inflation as a portion of the changes in prices we see in our daily lives. This chart from The Wall Street Journal article “Thanksgiving in a Pandemic…
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Thin(k) About Your 401(k) Plan: Reflections on 10 Years as An Advisor – Part 1

I just celebrated 10 years as an advisor at ThirtyNorth Investments. The cliché holds that time flies when you are having fun.  I remember the day when my partner, Suzanne, and I met, and I learned about the Registered Investment Advisor…
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Thoughts in Charts: Red or Blue Economy?

As we near some answers about the presidential election, I'm breaking out one of my favorite political prospective charts. This Pew Research Center survey found that economic perspective varies significantly based on political leanings.…
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Thoughts in Charts: We Will Pay for This

Source: Congressional Budget Office This week’s graph is a bit of a bummer, so if you are having a “rainbows and butterflies” type of day, maybe just skip it. The chart is the Congressional Budget Office’s (CBO) projection of…