February 27, 2019

Clients love when we talk about how long they are going to live. Don’t they? Probably a fair share would rather be having a root canal done than having this discussion. But it’s an important question.

January 17, 2019

This article may resemble a plump turkey writing about how to prepare a perfect Thanksgiving dinner (and I appreciate limiting further comparisons of the writer to a turkey).  

I am writing to review a book I recently finished - The Bogleheads' Guide to the Three-Fund Portfolio. 

December 24, 2018

The global stock markets have declined significantly during the fourth quarter (see below) and just ended a particularly poor week. This week began with additional declines as we write this just prior to the close today. 

December 10, 2018

I found the chart below (from Ned Davis Research NDR.com) to be fascinating. It is a chart that only a financial nerd would love but I’ll explain more.

August 1, 2018

Included below is information from the IRS regarding recent new scams.  This has been an increasing problem in recent years. 

A general guideline I heard at a recent conference was: If the IRS calls you, hang up.  If the IRS emails you, ignore it.  Their customer service is not that good!

Stock markets started the year with an accelerated continuation of the one way staircase higher that they enjoyed in 2017 (see separate “February 2018 Monthly Market Update”).  This period was marked by numerous records being broken for the longest period without even a 3% drop.  Then, things changed rather quickly.  Stocks fell significantly on Friday and followed on

There has been a multitude of articles in recent days discussing the detail of the Equifax data breach as well as what steps consumers might take resulting from the breach.  This isn’t one of those articles.  Linked below are several such articles.  The purpose of this article is to briefly outline what we are doing personally.  As noted at the bottom of this page, wha