Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am

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Déjà Vu, All Over Again

As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long

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Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew

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Looking Back, Looking Forward

Back in the ‘80s, legendary stock picker Peter Lynch was famous for looking for those stocks that he thought would

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Maintaining Optionality

We begin with a brief economics lesson and then move to how it affects investors. During periods of slow economic

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Retirement. What Retirement?

Lately we hear many people asking, “Will I have to work for the rest of my life?” My response, “It

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Summer Reading

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be

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Investing in the New Year

According to Daniel Kahneman, Princeton professor of psychology and the so-called father of behavioral economics, it is our “remembering self”

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A Mid-Year Assessment

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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Your House: Asset or Liability?

For years Dave Ramsey has claimed that the house you live in is not an asset, but a liability. Of

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