Interesting father-son story. The Bruce fund, BRUFX. The father left the very successful Mathers Fund to open his own fund with his son.
https://forbes.com/forbes/2011/0627/money-guide-11-funds-bruce-fund-heebner-cgm-invest.html

David, if you can access the M* discussion forums here's a little bit on Fisher posted in the CEF Investing Board.
Fisher

@MFO Members: On the other side of the coin, a family of fund managers that have worked well together, the Davis Family, grandfather, father, son.
Regards,
Ted
https://www.nytimes.com/1998/02/08/business/mutual-funds-all-in-the-davis-family-still-picking-winners.html
Davis Funds Website:
https://davisfunds.com/

This led me to uncover an interesting rift (philosophically) between Robert Stovall and son Sam.
Unfortunately, they haven’t managed any mutual funds that I know of - nor have they worked together.
“Father, Son Play Together but Invest Apart / Stovalls Are Split On Growth vs. Value”
https://www.wsj.com/articles/SB121339953151973707

FPA
https://fpa.com/docs/default-source/FPA-News-Documents/all-fund-year-end-2019-distributions.pdf?sfvrsn=4
Hmmmm .... In my browser, the file just downloads but I think that's a browser setting, not a characteristic of the file.

FYI: (This Is A Follow-Up Article.)
Welcome to the commission-free trading era.
Bank of America and Raymond James announced commission-free trading programs of their own today, following similar announcements in recent weeks by Fidelity, TD Ameritrade, E*Trade and Schwab.
Raymond James announced that it is eliminating transaction costs for all stock, ETF and option trades for registered investment advisors within its Investment Advisors Division, according to a CNBC report. The decision will only impact fee-based accounts offered by advisors, who were paying $8 to $10 per trade.
In a similar move, Bank of America announced that any customer in its retail banking loyalty program will now get unlimited free trades for stocks, options and ETFs via its Merrill Edge online platform.
Regards,
Ted
https://www.fa-mag.com/news/following-the-pack--bank-of-america--raymond-james-drop-some-trading-fees-52275.html?print

Absolutely not. I'm 100% all in stocks (via mutual funds). This bull has another 15 years to run fueled by demographics and technology. Of course, there will be corrections along the way, some of them steep, which the doomsters will proclaim (as always) as the end of civilization, but I'm having none of that nonsense.
I believe right now is a great time to be buying risk assets - perhaps more so than in 2009. Stocks have essentially been building a mighty base over the last 18 months in preparation for an explosive move higher that will continue for years to come. As the stock market is the most efficient leading economic indicator, I simply cannot see a recession next year or for many years to come. A cursory glance at a basic S&P500, Dow, or Nasdaq chart supports this point of view. Are they collapsing or on a terminal downward spiral? No.
Note: I speak as a 53 year old with at least 10 years to retirement. My circumstances and outlook may be different to yours and I encourage some degree of diversification no matter your age.

It may have changed, but 1.85 / 1yr was about the best at Schwab last week.

@Ted, in relative terms, nice! In real money, that sucks, but that's where the low interest rate market has brought us. I see the same 6 mo. CDs on Schwab's site and with their MM down to 1.77% I may join you in that buy. I expect the MM will drop further in that time frame.

@Old_Skeet: Good afternoon. I took a peek at Yahoo & this showed up.
Morningstar Risk Rating★★★★
Number of Years Up26
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)25.29%
Worst 1 Yr Total Return (Feb 3, 2019)-13.85%
How does best & worst return happen in same year ?
Think I will check else ware .
Derf

I know a fellow named Catch22 who says that he knows a guy that really knows, and that guy says... Yes!!
@JohnN: Using advanced logic and mathematical analysis, since there are two answers to your question and they both say "yes", then the odds are obviously 100% that the answer is YES.
(Percentage of error in this poll is +/- 50%, unless maybe it is some other number.)

The data have been updated to 2020, e.g.:

For 2019, plans with annual deductibles of at least $1,350 for individuals and $2,700 for families are classified as high-deductible; for 2020, those numbers inch up to $1,400 and $2,800.

Not only the data, but links as well, e.g. the KFF link in:

Thirty percent of workers were covered by a HDHP in 2019, according to data from the Kaiser Family Foundation; in 2014 20% of workers were covered by an HDHP.

From One Review: “The Laundromat is invariably going to draw comparisons to Adam McKay's Oscar-winning The Big Short, which took a similar approach to its handling of the 2008 housing crisis. Soderbergh looks to blend entertainment and eduction, employing a number of fourth-wall breaks and stylish sequences that explain various terms such as shell companies. While this ensures The Laundromat isn't a drag to watch (Oldman and Banderas in particular have a lot of fun hamming it up as sleazy lawyers), it perhaps isn't the most effective way of conveying the message Soderbergh is trying to deliver. At times, The Laundromat is almost guilty of trying too hard to be the next Big Short, which undercuts the anger and frustration the creative team feels about the topic at hand.” https://screenrant.com/laundromat-2019-movie-reviews/
My Thoughts: You can find both good and bad reviews of this movie. The one I linked sounds pretty much down the middle. Problem assessing a movie or any other creative effort is that we as consumers of the medium tend to value entirely different elements of the creative process (a reason for the mixed reviews). I suspect @Alex is recommending the film based on its depiction of the vast international underground money flows documented in The Panama Papers (2016) which @Catch22 referenced. I enjoyed The Big Short, but thought The Post (also featuring Meryl Streep) a better film artistically. This one? Might watch it someday. No hurry.

This article originally appeared on October 31, 2016.

FYI: Just exchanged Tri States Capital Bank Pittsburg 2.350% purchased on 6/17/19 maturing today, for Merchants Bank Carmel Indiana 1.850% mautring 2/28/20
Regards,
Ted

Sure you mean The Laudromat, eh?
The original report released in 2016, I suspect; has been forgotten, if ever know by 99% of the world population.
A broad overview of the topic is HERE.

https://marketrealist.com/2019/10/will-the-dow-jones-crash-by-the-end-of-2019/
Will the Dow Jones Crash by the end of 2019?
The Dow Jones Industrial Index (or DJIA) is trading just 2.2% below its all-time high. But is the Dow Jones ETF (DIA) trading at a premium despite several macro-economic concerns? The Dow Jones Index is up 14.8% year-to-date and has gained over 50% in the last five years.

Hi @Paul, I'm not sure this will fully answer your question ... but, here is my take.
I did a quick look using the etf JKL as my proxy for SCV and I charted the MFI (money flow) for JKL over the past 12 rolling months. It appears up until mid summer there was an ebb flow from JKL with a flow (flood) that peaked towards the first part of September with another ebb flow taking place which lasted to the first part of October. Since then, the tide has now turned with money returning. In review of the recent short volumes the bias is towards the longs. A little better than 60% of the stocks in this etf are above their 50 day moving average. In a red, yellow, green light analysis it would be green one for me. About 9% of my equity allocation is invested in the smid cap value style area which this etf covers. From a calendar perspective, I'm thinking, its time for the smids to start a fall upward run and possibly last through the first part of next year, or longer.
In addition, this investing space has a good number of dividend payers with JKL having a yield just short of 2.5% which makes it an attractive choice for a special investment position (spiff).
As reflected above, I'm already positioned for the anticipated party so no further action is necessary on my part.

FYI —-“Many people turn to books for help, so we decided to go back and review three of the most popular finance books of the last 15 years: Suze Orman’s “The Nine Steps to Financial Freedom” (Currency, $16.99); Dave Ramsey’s “The Total Money Makeover” (Nelson Books, $26.99); and Robert T. Kiyosaki’s “Rich Dad, Poor Dad” (Plata Publishing, $8.99).”
https://www.consumer-action.org/press/articles/reconsidering-advice-in-3-popular-personal-finance-books
NYT article - I wasn’t willing to click on a NYT article and use one of my 5 or 10 for the month.

It's not zero cost, but you might take a look at United Healthcare Choice 1. For the extra $16/mo, it provides preventive dental (new this year), and unlike most MA plans, that includes a wide network of dentists. Also new this year is that you don't need to notify UHC in advance ("Passport" service) if you're traveling domestically - you get automatic access to its national network.
https://www.aarpmedicareplans.com/alphadms/ovdms10g/groups/ov/@ov/@highrespdf/documents/highrespdf/4611547.pdf
It has another plus: unlike other UHC plans, you're not paying for the AARP branding. (The UHC PPO plans, unlike the HMO plans, are not "endorsed" by AARP). UHC has its own "Renew Active" program rather than Silver Sneakers, which may be better or worse for you (or you may not care).
Downstate the PPO network was very narrow. But in 2020 UHC nearly quadrupled the regional size of the network (making it comparable to its HMO network). People I know are now looking at this plan, hence my familiarity with it.