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LBA Monthly View | November 2022

– Notable: Fed rate hikes, retail theft rates, year-over-year loan originations
– Company Highlights: Canadian National Railway, Keurig Dr. Pepper, Johnson & Johnson
– On Our Minds: Pension fund impacts

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POSTED IN: LBA Monthly View

Reflections & Observations: Watershed Moments

In this newsletter edition we cover the following:
– Staying Invested Part II
– Leading Economic Indicators
– IoT and Data Usage
– Revocable Trusts
– Assisted Living
– Recommended Read: The Good Life

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POSTED IN: Reflections & Observations

Staying Invested Part II

In our spring newsletter, we emphasized the importance of staying invested over the long term by (1) illustrating the outsized impact of the stock market’s best days and (2) explaining how staying invested increases the likelihood of positive returns. While our analysis last spring focused on the broader implications of a long-term strategy, the strategy only works if the security you are holding is a quality company with durable, competitive advantages that drive success in both strong and weak markets.

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POSTED IN: Articles

Leading Economic Indicators

Two consecutive quarters of negative GDP growth has traditionally signaled that an economy is in a recession. However, in the US, the National Bureau of Economic Research (NBER) is responsible for officially designating recessions. The NBER’s analysis relies on three criteria related to economic trends: depth, diffusion, and duration.

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POSTED IN: Articles

IoT and Data Usage

Over the last decade, we have seen the proliferation of “smart” devices—devices that collect our data and track our usage patterns to enhance our overall experience. There are smart mobile phones, TVs, speakers, and cars, as well as smaller everyday items like toothbrushes, vacuums, and coffee brewers. You may be wondering how all of these products became smart, seemingly overnight. What changed?

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POSTED IN: Articles

Revocable Trusts

A revocable trust is an estate planning tool designed to manage and protect a grantor’s assets during his or her lifetime. The flexibility and privacy the revocable trust provides makes it an appropriate vehicle for many people. Unlike an irrevocable trust, a revocable trust can be amended, or revoked entirely, at any time during the grantor’s life because the assets remain a part of the grantor’s estate.

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POSTED IN: Articles

Assisted Living

Deciding whether assisted living is right for you or a loved one is no small task. The considerations surrounding a move to assisted living are extensive, and the choices and tradeoffs to be made can be overwhelming. The very first step in the process is to evaluate what kinds of services you need today and to consider what level of care you may need in the future. Some facilities may be able to meet both needs, while others may not.

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POSTED IN: Articles

Recommended Read: The Good Life

What actually makes for a happy life, a fulfilling life—a good life? Robert Waldinger (a friend of LBA) and his colleague Marc Schulz, directors of the Harvard Study of Adult Development and leaders of the world’s longest scientific study on happiness, share the surprising answer to this question in their forthcoming book, The Good Life…

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POSTED IN: Articles

LBA Monthly View | September 2022

– Notable: Fed rate hikes, large retailers slashing orders, household living expenses
– Company Highlights: Visa, Amazon, American Tower, Edwards Lifesciences, Apple
– On Our Minds: The US Dollar

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POSTED IN: LBA Monthly View

LBA Monthly View | August 2022

– Notable: on-demand streaming servicing trends, CEO resignation records, college tuition
– Company Highlights: Coloplast, Microsoft, Edwards, Apple, ConocoPhillips
– On Our Minds: What a difference a few weeks makes

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POSTED IN: LBA Monthly View