Percentage Points


12 Dec 2019 | Neil's Notes | Neil Rose

Scared Money

There is a saying that markets exist to make the greatest number of people wrong most of the time. Any money manager will admit the stock market seems to confound consensus forecasts—if not his own—with unwelcome regularity. Perhaps it is a small mercy today that we have no shortage of data to know the ...

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: Maxing out contributions for 401(k), 403(b), Thrift Savings Plans, 457, and IRAs. See the table below for limits.  Taking Required Minimum Distributions (RMDs) if ...

12 Nov 2019 | Cadinha Big Picture | Neil Rose

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

With yields so low today, it makes sense to invest less in bonds, but not to abandon them altogether. One could be forgiven for asking whether it makes sense to invest in bonds today. Historically low interest rates may appear even lower for ...

29 Oct 2019 | Neil's Notes

Neil’s Notes

Neil's Notes

Disneyland, part deux

When ...

29 Oct 2019 | Cadinha Life

Cadinha at Forty

Cadinha at Forty

It’s just hard to believe that we’ve ...

Talk to the tortoise.

Make Haste Slowly

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


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 ...

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