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For Independence Day - The Best John Adams Quotes

Posted by Doug Kinsey on Jul 3, 2019 4:13:17 PM

Wishing you a relaxing and enjoyable holiday. Here are some patriotic thoughts to ponder  on your day off - from the Art of Manliness blog.

The Best John Adams Quotes

By Jeremy Anderberg on Jul 02, 2019 12:53 pm

While figures like Thomas Jefferson and George Washington may come more readily to mind when we think of America’s revolutionary period and founding, the foremost proponent of the cause of independence was truly John Adams. Nobody made more speeches with more vigor for the side of liberty. Because of this, he was put on a five-man committee to draw up a Declaration of Independence, and became that document’s most ardent advocate.

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Topics: Independence Day

The Big Thing Holding Back Small Businesses

Posted by Doug Kinsey on Jun 24, 2019 5:02:48 PM

Small businesses stay small either by choice, or because they start chasing growth in the wrong places.

When you strip away the layers, it all comes down to darts.

Imagine a dart board with a bull’s eye and around it is a series of wider and wider circles. The bull’s eye is where the people just like you hang out. They are the people (or businesses) who feel the problem your company set out to solve. They are usually your first customers and raving fans.

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Recovery and the Fed Teases

Posted by Byron Sanders on Jun 19, 2019 1:10:31 PM

June 17, 2019

After a bruising May, the first half of June brought good news to investors as equity prices climbed backtoward their early May highs.  Hints from the Federal Reserve that interest rate reductions may be in place as soon as July cheered markets in the US and deflated recession expectations among the pundit class. 

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Topics: Economy, stocks, interest rates, trade war, oil

Tax-Saving Tips - June 2019

Posted by Kevin O'Connor on Jun 13, 2019 11:10:36 AM

Our periodic update on tax-saving strategies for business owners and individuals.

 

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Topics: Taxes, tax planning

College Dilemma - Expensive and Popular vs. Affordable

Posted by Doug Kinsey on Jun 12, 2019 5:24:18 PM

Summary commentary from a recent article by Lynn O'Shaughnessy, College Planing Specialist

I recently read an outstanding article by Lynn O'Shaughnessy, a specialist in college planning who heads up a service we subscribe to for college planning and advice for parents. The topic was how to make a decision when faced with competing opportunities for your child's college education - an expensive, well-known school or a more affordable option that may not be as sexy.

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Topics: college planning

May 2019 Economic and Market Commentary

Posted by Byron Sanders on Jun 12, 2019 4:49:32 PM

 

Monthly economic and market views from our Chief Investment Strategist, Byron Sanders.  In this month's edition, Byron provides some insight on the challenging month of May for equities, some comments on Brexit, the Fed, and tariffs.  Read on for more.
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Topics: Economics, stocks, bonds, tariffs, markets, interest rates, trade

Savvy Cybersecurity May 2019

Posted by Doug Kinsey on Jun 5, 2019 4:41:34 PM

Commentary and resources to keep you safe & secure in today's interconnected world.

In this issue:

  • "Wormable" Microsoft Flaw: What you need to do
  • Cybersecurity shorts
  • Software updates

 

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Topics: cybersecurity

Recession Fears?

Posted by Byron Sanders on Jun 3, 2019 5:42:46 PM

The past two weeks have not been kind to worldwide equity investors. After the most recent peak for broad domestic equity indexes at the beginning of May, prices have trended generally lower dragging International indexes lower as well. Trade tensions, including newly announced Mexico specific tariff threats, and worries about the health of the US economy have combined to unsettle equity markets. The chart below details the DJTMI over the past 12 months.

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Topics: Investments, Economy, interest rates, trade war, trade

Value Building for Business Owners May 30, 2019

Posted by Doug Kinsey on May 30, 2019 2:34:10 PM

Thoughts and ideas for our entrepreneur clients to help them value and grow their business.

Why Now Is The Riskiest Time To Own Your Business

Most people think of starting a business as risky, but unless you invest a significant amount of start-up cash in your venture, you’re not really risking much other than your time.

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Topics: Business and Practice Services, Thoughts on business, business growth, business value

Conversations with Cameron - Episode 1

Posted by Doug Kinsey on May 25, 2019 9:36:30 AM

An occasional video blog produced by our Summer intern - Cameron Kinsey. Enjoy!

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Topics: Memorial Day, Artifex, Thoughts on business

Welcome to the Artifex Intelliplan Blog

Commentary on the world of finance, and other things

We at Artifex believe in enhancing the wisdom of our clients and readers.  While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.

Some of our regular topics include:

  • Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
  • Economic and market commentary
  • Financial planning and investment management best practices
  • Thoughts to improve your mindset and your life
Please join us on this journey!

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