

3 Things 9-07-26
Thing One If I Could Be Like Mike, Or Clyde, Or Warren In the lead-up to the 1992 NBA finals, a reporter who was looking for an angle for a story about the opposing superstars asked Clyde Drexler of the Portland Trailblazers what the difference was between him and Michael Jordan of the Chicago Bulls. Drexler, who fancied himself a shooter, in addition to being a high-flying showman like Jordan, took the bait and said the difference between them was “the three ball”. Wit


3 Things 4-20-26
Thing One The Tax Trap You Might Not See Until It's Too Late After years of a strong, buoyant market, many people are quietly sitting on much larger IRA balances than they ever expected. What started as steady retirement savings has, in many cases, turned into one to two million dollars or more in pre-tax accounts. At age 62, everything still feels under control. Income is solid.Taxes look reasonable.Nothing feels urgent. In fact, many people look at their tax retu


3 Things 1-26-26
Thing One Tax Season 2026 Is Here: What’s Different This Year (and Why You Should Care) If you’re filing your 2025 taxes and things feel a little unfamiliar, you’re not imagining it. Tax season 2026 is the first one shaped by the new tax law passed last summer, and it brought a mix of bigger deductions, new credits, extra forms, and fewer free filing options. Even if your income didn’t change much, the rules around it probably did. The good news? Many deductions are lar


3 Things 12-2-24
Thing One The Fair Share Argument Gets Hit With Facts The following is excerpted from the Wall Street Journal without additional...
3 Things 11-25-24
Thing One High Income Earners Might Consider The Mega Backdoor Roth Excerpted from bankrate.com "...A mega backdoor Roth is a strategy...
3 Things 11-4-24
Thing One Our 401Ks Are Interested In The Election Too The following is an excerpt of an article recently published in the Wall Street...
3 Things 8-26-24
Thing One Big Crime Is Coming To Small Towns By now, we’re all likely to be familiar with the stories of brazen crime in big cities...
3 Things 7-29-24
Thing One The following is piece from our "archives" about investing discipline Be Aware Of Your Biases ........... "It’s funny what a...


3 Things 7-22-24
Thing One You Don’t Need to Be a Millionaire to Retire The above is the title of an article from the Wall Street Journal. The...
3 Things 6-17-24
Thing One The Rule of 72 (The Simplified View of Compound Interest) If you divide any expected rate of return (or interest rate) into...
