Organizing Your Finances Helps Ease Estate Planning & Prevents Fraud – Chris’ Weekly Brunch

Organizing Your Finances Helps Ease Estate Planning & Prevents Fraud

Many of you have a mom or an uncle who puts their money in 15 different banks racing around to get the best CD rate. The difficulty in this is the near impossibility of keeping track of things like ownership and beneficiaries.

Often these accounts don’t have beneficiaries, and if they do,  it’s difficult to update them and make estate planning adjustments. Imagine going to 15 banks and 15 different sets of paperwork to change who gets what at death.

That’s why organizing your finances, whether it’s with an online tool like Mint or EMX (what I use with my clients) or simply by owning all one’s assets in one trust for simplicity, makes sense.

Ease of tracking means it’s easier to prevent and detect fraud. I discuss this a bit in my weekly brunch video below.

Market Update September 8, 2015

things are still brewing in markets as it looks certainly like the trend change in markets is real. The trend change from bullish to neutral to slightly bearish has been developing since may of this year. The tone changed from bullish to neutral around then, and turned bearish with the nasty August break in the US markets.

Lets see how it progresses. I cover this briefly in this week’s video also. Enjoy!

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Weekly Brunch August 30, 2015 – A Second Chance

Weekly Brunch August 30, 2015 – A Second Chance

My Latest Video on Getting a Second Chance

Below find an article I published on the Walnut Hill Advisors site on the same topic.

From the WHA site…

Typical Market Bounceback Gives Investors One More Chance to Reallocate

I will repeat what I shared on WHA’s Facebook page and Twitter last week:

The market gives you a chance to see if you were swimming with no trunks on

The market gives you a chance to see if you were swimming with no trunks on as Warren Buffet often says.








Just Another Dip to Buy?

The funny thing is that many will just assume another small correction on their march to unlimited profits. They won’t pay attention to details such as whether their stock performed more poorly than the market, in such ways as not bouncing back as much or not at all!

They’ll keep their same holdings – even though the Moday dip was past their comfort level and even though their holdings were unusually weak or highly correlated (meaning not well diversified).

Want to Read more? Go to my Walnut Hill Advisors site here…

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Overnight Market Getting Shellacked – Weekly Brunch 8/23/15

Market Getting Bombed in the Overnight Session

Here is this week’s update. I was a bit busy this weekend and could not get my full newsletter out along with all of the little touches like ducks dancing to the Irish fiddle etc.

So this video is simply  market update, but with US stock futures falling 2.5%  overnight (as of 133AM – I do expect some kind of rally), I thought I’d get this update out to my readers asap:

Will the Market Bounce – How to Play?

Right now, it’s time to go slow and keep an even keel. We’re short some stuff and long boring dividend payers like real estate, utility type stocks and bonds. We also added gold a couple of weeks back – a starter position as gold is still in a long term downtrend.

But the short term is looking interesting.

We will look to add gold at the right times. As far as increasing shorts, we will keep what we have. We will tighten stops. And we will wait for another chance to short more. I expect a rally, likely off of some soothing words from a Federal Reserve official. Then a resumption down.

This might play out over weeks or a few months or days – who knows. The situation is fluid. So I will be fluid too!

Note – I don’t know you so when you watch my videos or read my stuff, remember I am not your advisor so please consult with an advisor who knows you well for advice on these matters.

Are you tired of solicitations from uninspiring financial salespeople? Try working with Chris.

80/20 Your Life – Chris’ Weekly Brunch

80/20 Your ENTIRE LIFE. My latest weekly video blog is here!

  • I cover 80/20 your life – Make it happen.
  • Market Update – the muted effects of the Chinese Yuan revaluation, stocks going nowhere, what to look for
  • Losing 20 lbs in 3 months and improving all my “vitals” following the longest lived people in the world

Check out the video here which features some awesome Irish fiddle music from Eilis Crean one of the few masters of the East galway Music Tradition (Links below):

Richard Koch and Perry Marshall have helped me see that we can 80/20 everything. It’s amazing – I had always just equated 80/20 to economics and finances (e.g. 80% of taxes are paid by 20% of taxpayers) and just it at that. It’s so much more – applying it to my personal life, my daily activities, and how I think and learn.

Starches Not Fat

I also highlight a great documentary, Forks over Knives, which features a few of the nutrition experts I have followed over the years. I was bad for a while, eating too much fat and a bit too much sugar – and I was stagnating. I got back to eating high starch meals and the fat just fell off. Here’s T Colin Campbell, author of The China Study with more:



Irish Fiddle Music

lastly, check out the great Irish fiddle music featured in my video above. Eilis Crean is one of the standard bearers for the East Galway Irish Music Tradition. There are only 6 masters in the world in this tradition.

80/20 Resource links mentioned in the video:

Living the 80/20 Way

Perry Marshall

Forks Over Knives

The Irish Gift

Interested in ways to 80/20 your life through your finances? When your money is congruent with your values, you achieve more and live life more fully. Learn more about living your values HERE.

Market Strategy – Holdings, Targets, Tactics July 10-12, 2015

Market Strategy Update – Video Outline

Here is a quick market update on what I am looking at, considering and strategizing on.

Please share your comments and feedback please!

Key Topics

I cover the down gap in the S&P index last week (which was subsequently filled this week on low volume). I also point out some strategic targets.

Subscribe to my Youtube channel to get these updates right away or my newsletter (which gets them to you pretty fast too).