Forgetting to Rebalance Will Cost You
An article about the importance and best practices in rebalancing an investment portfolio.
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spamurthy
Mar 224 min read
Smell a scam? - Stall, Call & Tell All
One morning in October of 2023, Charlotte Cowles woke up just like most of us did. She was an ivy-league-educated writer in her late...
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spamurthy
Sep 7, 20233 min read
The '60s Are Back
Introduced in 1950, the VW “Type 2” microbus played a big role in the countercultural landscape of the 1960s. While not quite as dominant...
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spamurthy
Aug 3, 20233 min read
Our Dysfunctional Politics Will Bankrupt Us
Today, one of the major rating agencies downgraded the United States of America as a debtor, from AAA to AA+. This is the second major...
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spamurthy
May 12, 20234 min read
Quietly wondering whether your money is safe at the bank?
You are not alone. I have received emails from clients wondering the same thing, and for good reason. Source: 3 Failed Banks This Year...
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spamurthy
Apr 28, 20234 min read
What Race Are You Running?
Usain Bolt, was listed at 6’ 5” tall and weighed 205lbs. Eliud Kipchoge, the marathoner was 5’ 6” tall and 115lbs. Two men, the most...
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spamurthy
Mar 16, 20233 min read
A $1M "Gift" to your Child
This is another post on the theme that the tax code is the biggest source of financial returns. Let's talk about Custodial Roth IRAs....
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spamurthy
Mar 7, 20233 min read
Do This One Thing to Win at Investing...
Nothing. That's all. Learn to do nothing. For a long, long time. The Corporate Leaders Trust Fund (now operating under Voya LEXCX) was...
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spamurthy
Feb 21, 20233 min read
What About Your Parents' Wealth-Care?
The same day I read of Bruce Willis' recent di agnosis of dementia, I heard an NPR segment that mentioned that financial trouble can...
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spamurthy
Feb 3, 20235 min read
2022 - An Above Average year
Some years are momentous; some are quite forgettable. 2022 was above average. Certainly not in terms of stock market returns, but if one...
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spamurthy
Dec 2, 20223 min read
How Well Do You Manage Your Biggest Expense?
First of all, what will your biggest expense be over a lifetime? It isn't the big ring you bought your fiancé, nor your need for luxury...
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spamurthy
Oct 23, 20222 min read
Wealth is Invisible
A recent client meeting gave me the opportunity to discuss the profound difference between income, spending and wealth. In the words of...
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spamurthy
Aug 21, 20223 min read
Too _____ for a Financial Advisor?
Too young for one? Too old? Have too little in savings? Too financially savvy to pay for one? I recently came across an interesting...
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spamurthy
Jun 30, 20224 min read
This Ain't Skinny Dippin' Time
As I sit here writing this, the S&P 500 has fallen some 20% from it's high, the Fed has raised interest rates by a whopping 0.75% and...
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Sanjay Pamurthy
Apr 9, 20222 min read
A Third Act? Musings on a new venture.
What, exactly, is an engineer-turned-corporate finance executive doing in the world of personal finance? I’d say - exactly what a...
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Sanjay Pamurthy
Mar 27, 20225 min read
Artham's Planning and Investment Philosophy
If our entire approach to investments were to be distilled into one term, it would be “evidence-based planning and investing”. We are...
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spamurthy
Mar 24, 20225 min read
"Should I buy an investment property?"
For my first topical post, I decided to tackle the hottest topic of our time. The question comes up often in my work. And why not? Having...
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