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Financial Perspectives

with Michael Dubis, CFP

08/21/18

You're probably underestimating your vacation budget

In my practice, we focus a lot on detailed cash flow, but there are always a number of cash flow items I find clients severely underestimate.

Posted at 12:06 PM | Permalink | Comments

03/27/18

Build your financial plan with strategies, not stories

Last year was not a normal year. In some measures, it had been decades since a year like 2017 occurred in terms of low U.S. stock market volatility.

Posted at 12:53 PM | Permalink | Comments

12/21/17

Grasshoppers v. ants, and tax reform

Tax reform has, after much deliberation, passed. It took me 30 minutes to read a summary of the reform. Summaries should not take 30 minutes.

Posted at 12:56 PM | Permalink | Comments

10/12/17

Known vs. unknown and deep vs. shallow risks

In regard to markets today there are three real-time events that have occurred in the past two months that have risks and unknowns tied to them.

Posted at 12:25 PM | Permalink | Comments

09/07/17

Prepping doesn’t mean ‘end of world’; it means being prepared for Harvey-like events

The clean up from Hurricane Harvey has just begun. In addition to the tragic loss of life (35 known dead), initial estimates suggest it could be one of if not the costliest natural disaster in U.S. history.

Posted at 12:38 PM | Permalink | Comments

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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