Twitter, Nike, and the World of Predictive Analytics

on September 20, 2018 |By Tim Doyle | Other
Mention the companies Twitter or Nike these days, and you’re bound to generate some passionate dialogue.  Many of today’s controversies may have you longing for a time when ad campaigns were nothing more than a heated argument over “Tastes great/Less filling” or a little old lady wondering, “Where’s the beef?”  As disciplined asset managers, we are predisposed to remove all emotion from our corporate research and investment decisions. As such, our first question about Nike’s controversial new Just Do It campaign was, “What does the data tell us?”
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Is the “4% Rule” a Realistic Retirement Strategy?

on September 20, 2018 |By Amy Bertle | Retirement Planning
The mass media and retirement 101 seminars continue to deliver a message to retirees that spending 4% of one’s investment assets per year is the “safe” withdrawal rate and that withdrawing more than 4% can be problematic, potentially leaving the retiree without any investment assets in the later years of life. This strategy has become known as the “4% Rule”.  
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Retirement With Healthcare Nimbility

on September 10, 2018 |By Steve Musick | Retirement Planning
This is the last of a three-part series on retiring with nimbility. So far, we've discussed being Mentally Nimble and Financially Nimble. Today we are going to conquer the fear of healthcare.   Recent research has determined the most significant expense facing this retiring generation - healthcare. The average cost for healthcare is now $22,000 per year per family and those costs are actually higher for retirees. Building strategies to manage through this reality is now a financial planning task that we embrace.  
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Design Your Business Around Your Health

on August 29, 2018 |By Jarrod Musick | Business Owners
 I live my life by eight core principles. One of them is: “Take care of your body, you only get one.” Money can buy a lot of things, but it can’t automatically buy you health. Taking the time to exercise, walk, or stretch each day as well as making intentional decisions about what I eat are foundational pieces to my vision of true wealth. But good health isn’t something that can happen overnight; it has to be built and maintained. This isn’t a blog about fitness and nutrition so I won’t go into the details on how to achieve good health. However, I do want to talk about the role that being a business owner can play in building the physical and mental health components of true wealth.  
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The Do’s and Do Not Do’s After the Loss of a Spouse

on July 24, 2018 |By Amy Bertle | Women Dealing With Loss
If the death of a spouse isn’t bad enough, next comes dealing with the financial aftermath. The loss of a spouse can unleash a cascade of questions, tasks, and worries, especially if the spouse who passed away was “in charge” of the financial side of the household.   The first few months following the death of a spouse are going to be filled with questions surrounding what happens now. There are a few “dos and don’ts” to follow during these months.  
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