“Wow, those guys must be millionaires!” I can... Read More
Our Voice of Financial Reason
Thu, 06/12/2014
Much has been written about the risks that rising interest rates pose to fixed income portfolios. However, much of this analysis has been simplistic or focused on historical periods, which are of little relevance in today’s environment of ultra-low nominal rates. On the simplistic side, market... Read More
Fri, 05/02/2014
When a partner passes away or becomes debilitated, it is emotionally shattering. If your loved one runs the household or handles finances and investments and doesn’t have records or written instructions, it can be devastating.
According to a Harvard Medical School publication, “Coping... Read More
Wed, 04/30/2014
Investors’ behavior can be heavily influenced by their experiences. For example, the financial crash of 1929 and the ensuing Great Depression permanently shattered many investors’ belief in buying stocks. A whole cohort of potential investors stayed away from equities for a very long time, if... Read More
Fri, 04/18/2014
Most Baby Boomers are ill-prepared for retirement, which may be the most significant life transition they have ever made. And most who have done some planning have focused almost exclusively on the financial aspects. Although financial security is important, it is but one of the 10 key factors... Read More
Thu, 04/03/2014
Who would have thought, amidst a relatively quiet quarter-end, that the splashiest market news would come from the launch of a book tour? As Michael Lewis promoted his book “Flash Boys” on “60 Minutes,” he... Read More
Wed, 04/02/2014
Thu, 03/20/2014
March has truly gone mad as the inimitable Warren Buffett has teamed up with Quicken Loans to produce perhaps one of the most brilliant marketing boondoggles and at the same time... Read More
Tue, 03/04/2014
In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?” However, what distinguishes Baby... Read More
