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Category: That’s Interesting

That’s Interesting

Election 2020: How Will the Outcome Affect Your Portfolio?

Politically, I have always been a moderate. I like some Republican viewpoints and others from the Democrats. This position seems to offend everyone these days. Nevertheless, you may be happy to hear that the stock market will most likely do fine over the next few years regardless of who wins the election. Dire predictions are …View Article

Coronavirus Stimulus Plan: What It Means to You

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 seems to have something for almost everyone. The bill is 335 pages long, so today’s article is a summary of the few provisions most likely to affect our clients, specifically recovery rebate checks, which 90% of American households will receive, and the waiver of …View Article

Trade War Heats Up

Trade-War-Heats-Up

The trade war has been dominating headlines this week, so I thought I would chime in with a few thoughts and insights. First, a little background… The idea behind free trade is we should all specialize in whatever we can do better and cheaper than anyone else and then trade to get the things others …View Article

What I Learned at Amazon’s Fulfillment Center

This past week, I had the opportunity to tour one of Amazon’s fulfillment centers. This article is different from those I typically write each week because it doesn’t contain any financial planning or investment tips. However, I wanted to share how the nation’s largest online retailer is able to quickly and efficiently fulfill orders for …View Article

How Americans Spend and Borrow

Most people are familiar with the saying “A picture is worth a thousand words.” I feel that way about charts and graphs. Today, I wanted to share a couple I thought you might find interesting. These charts may not make you a better investor, but you will look well informed at your next cocktail party. …View Article

Gift Cards

One advantage to having my own personal finance column is it gives me an excuse to research anything that interests me. This holiday season I found myself thinking about gift cards. My wife tells me they are impersonal and don’t show a lot of thought or planning. However, it turns out that gift cards are …View Article

Shopping Malls: Will They Become Extinct?

The Great One, Wayne Gretzky, is famous for saying, “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” The same analogy can be used with investors (minus the hockey puck). We want to invest in the industries and trends that are going to …View Article

Midlife Crisis: Myths, Misconceptions, and Insights

My wife has warned me that she will not take it well if I have a midlife crisis. I find this funny because having one had never even occurred to me. In fact, I am becoming more content with my life as I get older. This week I read a few articles on the topic …View Article

Paradox of Plenty – Too Much of a Good Thing?

34539737 - group of people standing holding decision letter

This week we celebrate Independence Day and our good fortune to live in a society where we get to make our own decisions.  Possibly our most fundamental belief is that the freedom to choose makes people happy. The more affluent we become, the more freedom/choices we have available to us and, in theory, the happier …View Article

Royal Wedding Costs vs Average Wedding Costs

I usually try to write articles that enable readers to make better financial decisions. Today’s article about wedding costs is going to be the exception. The value of this post is simply to give you something to gossip about with your friends. After all, what is life without a bit of gossip? Prince Harry and …View Article

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Recent Posts

  • Stock Options – How Do They Work?
  • Election 2020: How Will the Outcome Affect Your Portfolio?
  • Company Valuations – Why is a Stock Worth That Much?
  • Debt To Income Ratio: How Much House Can You Afford?
  • Reinventing Yourself in Retirement: Rich Rajacich

Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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