As one of the poorest performing portfolios, if not the least productive, it was encouraging to see Kepler turn in the top performance in August. It might be an outlier or the beginnings of a strong future using Closed-End-Funds (CEFs). The Kepler is certainly a portfolio … [Read More...]
How Much Are You Leaving With Your Financial Advisor?
Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next … [Read more]
Christmas Music Recommendations for 2015
What I consider to be good Christmas music is somewhat limited. Christmas "musac" played in many department stores this time of year are definitely second tier selections in my book. I was looking over some of my past recommendations and I see … [Read more]
Another Reason To Prefer ETFs Over Mutual Funds
ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds. In an article in the Sunday Oregonian it was reported that some funds are declaring a … [Read more]
Tree of Life Music
Last evening I watched Terrence Malick's philosophical film with my wife. The visual images and background music are stunning. Here is a link to the music from the film. Much of this music was familiar, but there were many pieces new to me, or at … [Read more]
And Winter Came by Enya: CD Recommendation for 22 November 2015
Sundial Bridge - Redding, California And Winter Came by Enya is the CD recommendation for the week. I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And … [Read more]
Music Recommendations To Counter A Violent Week
Two music recommendations come to mind as free societies reel from the violent acts of radicals. The first is titled "Holy Mother" sung by Clapton and Pavarotti. The lyrics are printed below. https://www.youtube.com/watch?v=5_OHAkzfT_U Lyrics … [Read more]
Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich
While there are numerous recordings of Beethoven's five concertos, this particular recording on Phillips comes highly recommended. While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the … [Read more]
Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week
This week I am making two music recommendations, and one actually includes three classical composers. First, the non-classical recommendation. As a very different recommendation I am suggesting readers check out Leo Kottke's "Instrumentals: Best Of … [Read more]
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