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Percentage Points


12 Nov 2019 | Neil's Notes | Neil Rose

Neil’s Notes


Year-End Planning Tips

If you haven’t done so already, consider any applicable year-end tax moves for 2019. These moves include:

12 Nov 2019 | Cadinha Big Picture | Neil Rose

With yields so low, why invest in bonds at ...

invest in bonds

With yields so low today, it makes sense to invest less in bonds, but not to abandon them altogether.

One could be forgiven for ...

29 Oct 2019 | Neil's Notes | Neil Rose

Neil’s Notes

Neil's Notes

Disneyland, part deux

When my family went to Disneyland almost a year ago, I played the spoil sport. Hell was breaking loose in the stock market. ...

29 Oct 2019 | Cadinha Life

Cadinha at Forty

Cadinha at Forty

It’s just ...

Talk to the tortoise.

Make Haste Slowly

We all know Aesop’s fable “The Hare and the Tortoise.” In the tale, ...

Cadinha at Forty

It’s the season of giving. And it’s true that it always feels ...

29 Oct 2019 | News

Cadinha Among the 2019 CNBC FA 100 List

In October, Cadinha & Co. made CNBC’s top 100 firms (#56). Per CNBC, the list celebrates forward-thinking financial advisory firms that continue to uncover new ...

15 Oct 2019 | Neil's Notes

Neil’s Notes

Hope springs eternal
Some mildly positive news came last week as the U.S. and China agreed to concepts of a ...

08 Oct 2019 | Neil's Notes

Neil’s Notes

I’m trying to allocate some time for reflection, and, in a world with too much information, actively discard the unimportant stuff, exercise some ...

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