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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

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Want to Become a More "ADEPPT" Investor? Focus on the Things You Can Control.

Want to Become a More "ADEPPT" Investor? Focus on the Things You Can Control.

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

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Featured

Clinton vs. Trump -- Tax Plans Compared

Clinton vs. Trump -- Tax Plans Compared

This is an unbiased comparison of the proposed tax plans for individuals released by Hillary Clinton and Donald Trump. In many ways, their tax policy aligns broadly with the platform of their political party — Clinton wants high-income earners to pay a larger percentage of their income in taxes, while Trump wants to cut taxes for all income levels. 

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The post-truth world: Yes, I'd lie to you-The Economist

The post-truth world: Yes, I'd lie to you-The Economist

Required reading. Forget the highlighter, the whole thing would be yellow.

Obviously the post truth political environment is troubling, but it affects how investment information is disseminated, which we've tried to make you aware of. How do we protect the integrity of our own thinking and ability to remain objective?

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Climbing a Wall of Worry

Climbing a Wall of Worry

The stock market “climbed a wall of worry” in the second quarter, fending off concerns about Brexit and slowing growth patterns. During the quarter there was a sharp downtick within the general labor expansion, but recent evidence indicates that it was an aberration. Finally, the Fed signaled that it will be patient as far as interest rate policy.

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Featured

Client Letter July 2016

Client Letter July 2016

Midsummer Night’s Market

The good old days, when politicians were civil and worked together, market risk was null, and stock market volatility was low

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Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

 

 

June 24, 2016

 

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

 

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Featured

Client Letter June 2016

Client Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Our view on market valuations and likely returns. The important dimension of inflation.

Take this to the bank. If indeed we are in a moderate return environment, then the margin for error is smaller, and it is more important than ever to invest in index funds, keep costs low, and to avoid both inertia and opportunity costs associated with active management.

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Have you seen our Facebook page?

Have you seen our Facebook page?

We use the page to share information, meeting and events related to matters of philanthropy, impact and social venture investing.

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Life Hacks

Life Hacks

IF YOU'RE IN THE LUCKIEST 1%, YOU OWE IT TO THE REST OF HUMANITY TO THINK ABOUT THE OTHER 99%

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Understanding the Trade Deficit and What it Means

Understanding the Trade Deficit and What it Means

The trade deficit has become a political football leaving many with the perhaps misguided notion that our trade deficit with countries like China and Mexico makes us a loser. As with many things economic, it ain't that simple. Arm yourself with the facts:

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Featured

Freakonomics: How to Be Less Terrible at Predicting the Future

Freakonomics: How to Be Less Terrible at Predicting the Future

Experts and pundits are notoriously bad at forecasting, in part because they aren't punished for bad predictions. Also, they tend to be deeply unscientific. Moreover, most of us engage in constant forecasting without even realizing it, and that can have an important impact on the way we think about investments. This podcast from Freakonomics Radio will help you rethink the subconscious ways in which we all take forecasting risk. The psychologist Philip Tetlock is finally turning prediction into a science -- and now even you could become a super forecaster.

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A Victory for Investors: The Fiduciary Rule is Here

A Victory for Investors: The Fiduciary Rule is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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Featured

Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

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Featured

Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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Client Letter April 2016- March Thaw brings Leadership Shift

Client Letter April 2016- March Thaw brings Leadership Shift

 

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Open Letters to the Next President

Open Letters to the Next President

by economist John Mauldin

An Open Letter to the Next President, Part 4, Where to Find $1 Trillion of Free Money, Making America Competitive Again, New York, Dallas, and Abu Dhabi

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Diversification: What it Means

Diversification: What it Means

When you invest, it’s good to mix things up.  Diversity applies to many things in life—our friends, our colleagues, food, and sports—but it is most well known in the context of investing, and it’s commonly referred to as being diversified.

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Seeking the Other kind of Alpha: Diversification

Seeking the Other kind of Alpha: Diversification

The beauty of a well-diversified portfolio is that you can come out ahead by sticking to the middle.

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W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

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