On the Other Hand
Dear Friends and Family, President Harry Truman, tired of getting advice that ended with “on the other hand”, famously asked for a one-armed economist. The past 20 years has seen…
Smart Moves for 2018
Dear Friends and Family, We have had many personal financial questions recently related to the new tax law and the state of the economy. The cover letter this month will…
The Buyback Advantage
Dear Friends and Family, Second quarter review… It is too early to have comprehensive corporate numbers for the second quarter; however, some data is available. 95% of companies whose quarter…
Improving Cash Yield & Safety
Dear Friends and Family, A money market fund change. Historically, brokerage firms paid interest on the balances in their client’s accounts. The banks objected, and regulators banned those interest payments.…
Truth in Financial Reporting
Dear Friends and Family, Financial Fake News is like other fake news in that it generally fits into two categories. The smaller category is simply wrong information, while the larger…
Smart Retirement Planning
Dear Friends and Family, As one prepares for retirement, the following thoughts should be considered... Wait until age 70 to claim Social Security benefits. These benefits are a lifetime annuity,…
The Index Fund Debate
Dear Friends and Family, After a bit of a roller coaster month, we have some exciting news. For the seventh year, Sue has won the 5 Star Professional Seattle Wealth…
Market Declines & Investor Behavior
Dear Friends and Family, Market Declines…After several days of market decline, I am already hearing news that sounds like the fairy tale Chicken Little. In this tale a young chicken…
Big Tech & Bubbles
Dear Friends and Family, Happy New Year! We all at Katz Family Financial would like to wish each one of you a year of prosperity and health. We are grateful…
What Tax Reform Might Mean
Tax reform is a hot topic as 2017 draws to a close. Congress is debating changes to tax brackets, deductions, and corporate tax rates. While we don’t know what will…
Timing Isn’t a Strategy
Market timing is tempting. When prices are high, we want to sell. When markets fall, we want to wait for a bottom. But research shows that trying to time the…
Valuing Information
We live in an information age. Data is everywhere. But more information doesn’t always lead to better decisions. In fact, it can lead to paralysis, distraction, and even worse decision-making…