From WAM’s Blog

Protect Your Credit

Posted by on Oct 25, 2017 in Personal Finance | 1 comment

As most of you know by now, the credit reporting agency Equifax was the victim of a massive hack recently. As a result, almost half of all Americans may have had their most sensitive information, including social security number, date of birth and home address, exposed for all the (criminal) world to see. If someone has this information, they can easily steal your identity, allowing them to open an unlimited amount of credit in your name, potentially leaving you exposed to a lifetime of misery. The only good news is that you can protect...

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The Importance Of Philanthropy

Posted by on Sep 12, 2016 in Philanthropy | 1 comment

“Living well has at least two parts to it: living a life that makes you happy, and living a life that is of service to others…To find an activity truly fulfilling, you must both take pleasure in it and feel a strong sense of connection between it and a larger purpose for your life.”  ~ Christopher Eisgruber, President of Princeton, referencing the work of Kwame Appiah, in his welcome address to the incoming class of 2017 on September 8, 2013. This blog is going to be a departure from my usual financial or investment...

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Thoughts after the RNC and the DNC

Posted by on Jul 30, 2016 in Personal message, Politics | 4 comments

(Disclaimer – I am a moderate, centrist Democrat; seemingly an endangered species.) The parties are over in Cleveland and Philadelphia as both the Republican and Democratic National Conventions have have packed up and gone home. The cameras are gone, the balloons and confetti have been swept away and the placards have been sent out on the campaign trail. All that’s left now is the sprint to election day. Each side has their passionate  and detractors, whose votes are unlikely to be swayed, no matter what is said or done...

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I Hope You Listened

Posted by on Mar 21, 2016 in Stock Market | 2 comments

My last two blogs were written on February 13 and February 29. In the former I wrote: “It is not time to panic. Things are not nearly as dire as they were leading up to the crash in 2008. Outside of the negative consequences of a too-strong dollar, corporate revenues, profits and balance sheets are in very good shape. It is part of the normal and natural part of the stock market cycle that after a prolonged period of gains that we must experience a year or two of negative returns. Then, when the gloom and despair have peaked, it will be...

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What I’m Thinking Today

Posted by on Feb 29, 2016 in Economy, Politics, Stock Market | 0 comments

In honor of the extra day in February this year, and on the eve of Super Tuesday, I thought it was a good time to jot down some random thoughts on the market, the economy and the election. So, in no particular order, here goes . . . I hope you listened to my pleas in the last few newsletters not to panic and sell your quality holdings into the correction. If you didn’t, you’ve enjoyed a gain of almost 1,000 since a bottom was made on February 11. I don’t think February 11 was “the bottom” for the year....

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