As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
8 Ways to Maintain or Improve Your Lifestyle in Retirement
Approaching retirement age is an exciting time for most. The opportunity to spend more time doing the things you enjoy, and may have put off, leads many aspiring retirees to …
Back to the Basics: Fundamental Investing
by Stephen L. Hanley Through many years of experience working with clients and advisors alike, it’s become clear to me that many struggle with the fundamental concepts of investing. Investing …
Meet With Us In Your PJs? The Future Is Now
Florida, Idaho, Texas, California, Arizona, Alaska…these are just some of the locations where Fourth Dimension families have moved in just the past couple of years. Family, warmer climate, and job …
How Statistics Can Lead Us To A Faulty Conclusion
There’s a great expression that goes something like this: 84% of statistics are made up on the spot. See what happened there? We’ll often see statistics being used for persuasive …
Old Music Is Better Than New Music
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. …
New Year, New Theme: 4 Suggestions for 2017
Here we go…2017 is almost upon us. Now, you’ve been around long enough to know a few things; notably, that you can prepare in countless ways for what you think …
“What happens when my spouse dies”
In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …
Times Like These: Why Clear Financial Objectives Are So Important
When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …
The Market Was Up; Why Wasn’t My Account?
Last week’s election results came as a surprise to many, namely the media, who were quite confident in predicting a different outcome. The markets had their own ideas about who …
