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Tuesday, August 27, 2019

Labor Day 2019 I ran into an old friend at the club that I had not seen for years, a former teammate and now a successful entrepreneur. We caught up on our lives and families, and reminisced a little. Then my friend, upon finding out...

 

Tuesday, August 6, 2019

Summer 2019 Have been following the presidential candidates debates with great interest – not because of politics, but because of how each of the leading candidates’ platforms and positions might impact the investment...

 

Monday, June 10, 2019

Jack Black in Gulliver’s Travels ABSOLUTELY NOTHING! At least according to comedian Jack Black. Almost every economist agrees with that sentiment as well – especially as it refers to a trade war. (in case you missed the...

 

Wednesday, March 13, 2019

It’s Almost Tax Time! What You Need – Tax Planning with President Trump in 2019 – and Some Snowshoeing, Too What will you need to prepare your taxes this year? Here are a few of the items that you might require from...

 

Friday, February 8, 2019

We had a crazy December in the stock markets, prices dropped for most of the month, and Christmas Eve was particularly unpleasant – the worst market day before Christmas since 1933 according to Dow Jones Market Data. In fact, the...

 

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Tuesday, January 8, 2019

Winter 2018 When Does 25 plus 13 Equal a Half Million? When does 25 plus 13 equal +a Half Million? We are celebrating some significant professional anniversaries and milestones! This fall marks my 25th anniversary in the wealth...

 

Thursday, November 29, 2018

Your Investments & the Markets in 2018 – What to Watch Fall 2018 It has been another wild and wooly year in the investment markets in 2018. Here's some thoughts, observations, and things to watch for in the markets and in our...

 

Tuesday, November 27, 2018

Great game with present and former teammates at Gevers Wealth Management, LLC , and friends and family. Lots of stories and smack talk for days to come from the "friendly" competition. Thankful for lots of fun & fellowship, no injuries...

 

Tuesday, September 18, 2018

My daughter (who is now a college graduate and lovely young lady) wrote this years ago as she prepared to go back to school. It resurfaced during a cleaning, and our whole family got a warm laugh from her earnestness, integrity, and...

 

Wednesday, August 15, 2018

I wrote a very popular newsletter a few years ago called How to Be Rich – Guaranteed, & How to Become a Capitalist (Link). I've had some recent experiences that provided some additional insight on that subject. Let’s talk...

 

Wednesday, August 15, 2018

In June, after countless hours of studying, lots of late nights, and gallons of coffee, more than 100,000 aspiring financial analysts around the globe took the notorious Chartered Financial Analyst (CFA) exam. The exam, which asks...

 

Tuesday, June 26, 2018

Just came back from an amazing conference in lovely downtown Portland. Thanks to the good folks at @Dimensional Fund Advisors. Their firm started at the University of Chicago Booth School of Business and is populated with academics...

 

Wednesday, May 2, 2018

Spring 2018 Mountain Biking & Stock Market Crashes https://danose.jimdo.com Crashed my bike recently. Hard. Flying down a descent on a local mountain bike trail that I’d ridden hundreds of times before. I was weaving down a...

 

Tuesday, April 10, 2018

Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to address some of the more timely and relevant questions that...

 

Thursday, February 15, 2018

February 2018 Trump Tax Plan – What Does It Mean to Me and to My Investments? I am semi-famous for my salmon barbeque, and at the Gevers family summer cookouts at our home in Issaquah, it is a common sight to see my four kids and...

 

Thursday, February 8, 2018

February 2018 What Happened in February? Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to address some of the more...

 

Wednesday, January 31, 2018

January 2018 Portfolio Changes & People Changes Happy New Year's to you! As we launch into 2018, I wanted to give you a quick update on some news about your portfolio and our firm. Read on to learn about portfolio changes, people...

 

Tuesday, September 5, 2017

Is Now the Right Time to Rebalance My Portfolio? Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to address some of the...

 

Saturday, August 19, 2017

 

Wednesday, March 1, 2017

Trump Tax Plan Revealed – Tax Planning with President Trump in 2017 Tax Planning & President Trump One of the crown jewels of President Trump's new economic agenda is drastic changes to the personal and corporate income tax...

 

Tuesday, January 24, 2017

January 2017 What happened after the election? And what should I watch for in 2017? Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions....

 

Monday, November 21, 2016

We are all Surprised at…President Trump. What Should We Watch for – and what might the Impact be on our Portfolios?! Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and...

 

Friday, July 15, 2016

New Teammates, New Portfolio Options, & New DOL Regulations We have some significant changes to announce, including; New Teammates, New Regulations & New Portfolio options. New Teammates – Welcome to Kristy, Jeff & Garrett First...

 

Saturday, June 25, 2016

BREXIT – What Does it Mean and What Should I Do? Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to address some...

 

Wednesday, May 18, 2016

Dow 18,000… Again. What Should I Do About Risk? Last May, I wrote a letter to our clients titled, Dow 18,000, What Should I Do about Risk? Little did I know when I wrote that, we had hit the peak of the market for 2015 and...

 

Wednesday, February 3, 2016

It’s Almost Tax Time! What you Need – and What to Watch out For in 2016 “Worried about an IRS audit? Avoid what’s called a ‘red flag.’ That’s something the IRS always looks for. For example,...

 

Sunday, November 8, 2015

Ch Ch Ch Changes – Hello, Goodbye, and New Investment & Planning Strategies My youngest son has recently discovered classic rock, to his parent’s delight. The Eagles, Paul McCartney, Beatles and Rolling Stones and are now...

 

Thursday, October 1, 2015

Waiting to get Spanked… Why Didn't the Fed Raise Rates? Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to...

 

Tuesday, August 25, 2015

Summertime Slump in the Stock Markets… Again Questions from the Field: During the course of teaching seminars, writing articles and newsletters, and meeting with clients we hear lots of questions. We will try to address some of...

 

Thursday, May 14, 2015

Dow 18,000 – What Should I Do about Risk? Q: The US stock market is at an all-time high of 18,000 – is that too expensive? What if the stock market goes down? And what should I do if and when it does? With the investment...

 

Tuesday, July 1, 2014

I have discovered a guaranteed to way to become wealthy. Two of my sons and I recently returned from a trip to the slums of Mexico where we were on a mission to build houses for some homeless families. Our small group of Dads and sons...

 

Friday, September 6, 2013

Our Family’s Rogue River Trip & Forest Fires -Where Government is Good and Why Business is Great We had a most remarkable family vacation last month – a week long float down the Wild & Scenic section of the Rogue River....