In 2007, I was concerned…very concerned. While trying to understand what was beginning to happen in the markets and the economy, I was on a research tear. Anything I could …
Investing: Spilled Milk and Controlling the Controllable
As a dad to five girls, I have unending opportunities for life lessons. One of those lessons I’m stubborn to adopt is the fact that I can’t fix it all, …
Negative Interest Rates?
I hope you’ve had a great week. As I consider which topics you may find most valuable to discuss, I ponder the usual list of subjects: the stock market, long-term …
The Golden Decade
The Golden Girls, golden years, and now the golden decade? What gives with all of the gold talk? I’ll admit to having watched many an episode of the hit show …
Classing Up the Place
If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …
Wow, what a week!
I hope you’ve had a great week in spite of the chaos surrounding us. Between the market’s tumult and multiple tragic shootings, I can honestly say that I’ve had a …
Scary Market Headlines: Fact Or Fiction?
If you read this newsletter with any regularity, you know that I attempt to make the complexities of investments and retirement planning…less complex. I do this because a fairly high …
Vegas: Lights And Sounds
If you read last week’s newsletter, you know that I was in Las Vegas, delivering a talk to financial advisors. While the talk went well, and I made a lot …
Pension Income or Pension Lump Sum?
An expert that I greatly respect in the financial planning industry recently published an article describing how to evaluate whether to choose a pension income option or a pension lump …
Math Or Emotion? It’s Debatable.
A great debate is underway, whether you’re aware of it or not. The subject is artificial intelligence, or AI for short. AI is the intelligence exhibited by machines or software …