Why You May Be 15 Years Younger Than You Think You Are
How long are you and I going to live? None of us knows, of course, but this number is important for a variety of planning issues—including, of course, how long your money will have to last in...
View ArticleFive Steps to Control Financial Hoarding (aka Over Diversification)
“And then I read about this East Asian microcap fund in Forbes,” said Kate, barely taking a breath between sentences. I had asked her to tell me about her investments and she was on her 139th holding!...
View ArticleImmigration: The Case for Doing the Opposite of Trump’s Recommendation
The current debate in U.S. and European politics centers around: how do we strengthen our borders and prevent too many people from entering our prosperous countries? But you might be interested to...
View ArticleThe Cleanest Estate Ever
“How can I make my estate easy for my son?” asked Diane, a youthful retired client with a penchant for planning ahead. I often get this question in some form or another and usually provide advice on...
View ArticlePrepare for the Rate Hike
We will almost surely see the U.S. Federal Reserve Board start the long process of ending its intrusion into the interest rate markets, by allowing rates to rise starting on Wednesday. It will be the...
View ArticleKeep all Your Oars in the Water for Optimal Performance
Crew is an amazing sport. It works almost every muscle in the human body and requires a tremendous coordinated team effort. In most other sports an individual can stand out; this is not the case in...
View ArticleMillennials Retire at 75?
Chances are you’ve wondered about the prospects of younger Americans. Will they enjoy the same economic conditions that their parents lived through? Will retirement still be an option for them? The...
View ArticleIs your Broker Driving your BMW?
“Oh, I’d pick the one with the fancy car,” replied Mimi, a member of my investment club, in response to a question I had asked the group about choosing an investment advisor. I could not believe my...
View ArticleAre you a Financial Enabler?
My blog posts are usually about client experiences, but this one is different. This time I am both the advisor and the client and I need to take my own advice (gulp!) I was casually perusing my March...
View ArticleDoes your Advisor Have your Back? New Fiduciary Rule Helps
You may have heard on the news or in the paper that the Department of Labor announced a new fiduciary rule for retirement accounts last Wednesday. Don’t panic. It’s all good for the consumer. The new...
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