If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
The Logic And Emotion Of DOW 20,000
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. …
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 …
