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April 2019 Big Picture and Key Takeaway

Submitted by AtwoB (Point B Planning, LLC) on May 9th, 2019

 

Please click here to read the latest Big Picture and Key Takeaway.

 

F.I.T. Focus – Why Did I Just Have to Pay Taxes – or Get a Lower Refund?

Submitted by AtwoB (Point B Planning, LLC) on April 15th, 2019

 

Please click here to read as PDF.

 

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March 2019 Big Picture and Key Takeaway

Submitted by AtwoB (Point B Planning, LLC) on April 15th, 2019

The Big Picture - March “Gladness” – Fed Rate Expectations Help Drive Markets Higher
 

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The AtwoB Report - 4th Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on January 23rd, 2019

 

The World Got Better in 2018.  Why Doesn’t It Feel Like It?

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The AtwoB Report - 3rd Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on October 18th, 2018

The Macro Backdrop.  Still Looking Good.

The U.S economy just keeps chugging along.  Last quarter, we remarked on the strength of both the US economy and corporate earnings picture.  To be honest, over the ensuing three-months, not much has changed.  The macro-economic and corporate backdrop still look good.  So good in fact, that the normal

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The AtwoB Report - 2nd Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on July 15th, 2018

 

Our economic analysis, market commentary and key takeaway for the previous quarter.

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The AtwoB Report - 1st Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on April 15th, 2018

 

Our economic analysis, market commentary and key takeaway for the previous quarter.

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Minecraft and Financial Planning

Submitted by AtwoB (Point B Planning, LLC) on February 1st, 2018

 

As I recently watched my son deftly navigate the game Minecraft, it made me realize that the game wasn’t all that different from the process of financial planning and investing.  In fact, the way that our kids play Minecraft could go a long way in helping us think about the right approach to financial planning.

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The Turkey Fallacy

Submitted by AtwoB (Point B Planning, LLC) on November 25th, 2017

 

As we arrive at Thanksgiving Day, we hope everybody has something or someone that they’re incredibly thankful for.  While we give thanks, however, we can’t lose sight of the fact that investing is an exercise in managing risk - and this long period of market calm brings to mind an anecdote about risk from one of our favorite books, The Black Swan, by Nassim Taleb.

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Well-Invested

Submitted by AtwoB (Point B Planning, LLC) on July 20th, 2017

 

If you don’t know what you’re investing for, what you’re investing in can be much less effective.

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  • Financial planning
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AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
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