Sharing knowledge and experiences

“Art enables us to find ourselves and lose ourselves at the same time.”
– Thomas Merton

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Grable-Lytton (GL) Risk-Tolerance Scale

August 20, 2024

In general, how would your best friend describe you as a risk taker?


Risk & Return

April 3, 2024

A definition of risk is, “The possibility that something bad or unpleasant will happen”.


Stocks & Elections

April 3, 2024

The chart below comes from Schwab's own chart library and frankly sends the most appropriate message for investors who think trading around election outcomes makes sense.


What Does Money Mean To You?

March 12, 2024

Money has no meaning other than that which we give it.


I worried

April 25, 2023

I worried a lot. Will the garden grow...


Risk & Return

March 21, 2023

A definition of risk is, “The possibility that something bad or unpleasant will happen”.


Lessons in Math and Market Malaise

September 12, 2022

We had our grandkids with us over the long weekend.


My Life is not the stock market

June 27, 2022

Nor should it be yours…


Life & Death

May 17, 2021

Woody Alan once said, “There’s only one thing worse than death and that’s spending an evening with an insurance agent.”


A Long-Term Care Story

April 12, 2021

We have a client, age 98…


Long Term Care Inspiration

February 4, 2021

Here is some Long-Term Care inspiration…


How secure is Social Security?

November 30, 2020

Advisers will need to act to help clients navigate what is potentially a looming financial crisis


401(k) vs. Roth IRA: What’s the Difference?

November 18, 2020 // Jean Folger

Max out both (if you can) to boost your nest egg. 


A Most Successful Investor – No, it’s not Warren Buffett.

July 27, 2020 // David Neunuebel

A long, long time ago in galaxy near you was a man named Peter Lynch.  He ran an equity fund turning it into an incredibly successful managed mutual fund. 


Stocks, Bonds & Cash - 2020

April 7, 2020 // David Neunuebel

That’s pretty much it, at least in the relatively liquid investment space. Clearly real estate is an asset for living in and investing in, but for now let’s stick with these more liquid investments.


Caring for Words in a Culture of Lies

March 27, 2020 // David Neunuebel

I ripped off the title. My good friend, Marilyn McEntyre wrote a book in 2009 (soon to have its 2nd edition) titled, “Caring for Words in a Culture of Lies.”


Socially Responsible Investing

November 14, 2019 // David Neunuebel

David Neunuebel, senior advisor and partner of the Neunuebel Barrantes Wealth Management Group of Raymond James, is almost as passionate about art as he is about financial advising.


Art Appreciation

July 24, 2019 // David Neunuebel

David Neunuebel, senior advisor and partner of the Neunuebel Barrantes Wealth Management Group of Raymond James, is almost as passionate about art as he is about financial advising.


Short-Term, Long-Term Market Perspective

June 15, 2019 // David Neunuebel

Financial assets, namely stocks, bonds and cash, are different from what we call “real” assets.


2019 and Beyond

January 7, 2019 // David Neunuebel

Okay, let’s talk.


FEAR and BEHAVIOR FINANCE

November 19, 2018 // David Neunuebel

It amazes me how much fear has been perpetrated on us over the past decade. Everything is urgent. Everything is crisis.


Do you read the Menu from right to left?

July 30, 2018 // David Neunuebel

When you go to a restaurant do you read the menu from right-to-left to determine what you’re going to eat? That is, do you look for the cheapest thing on the menu and then decide to eat that?


The Speed of Noise

June 15, 2018 // David Neunuebel

Have you ever loved silence, at least once in a while?

When we sit out on the front portal at our home in Santa Fe, it is so quiet it’s hard to get used to. Silence, clear silence. Quiet, stillness. It takes awhile to get used to it because I’m too often rushing, or if not technically rushing, doing, thinking, planning, whatever.


This is for you!

June 8, 2018 // David Neunuebel

This bit of news has been way under the radar, and I believe it’s a big deal: according to Bloomberg, first-time home buyers rushed into the market last year, making up 38% of single-family home purchases - the biggest share since 2000.


The ART of INVESTING

June 1, 2018 // David Neunuebel

"2018 should be gangbusters for earnings – I think a lot of companies are going to report stronger numbers than the revisions suggested simply because they couldn’t get full guidance."