We talk to a lot of people about their aspirations and what they consider a secure nest egg. What is “enough” for one is inadequate for another. The differing perceptions of “enough” remind me of the lyrics to a Sheryl Crow song: It’s not [about] having what you want; it’s [about] wanting what you’ve got.
Last week the Federal Reserve scaled back its view of prospects for the U.S. economy and labor market. Reuters discusses the timing of when interest rates will go higher. Many of our clients have been burned by the brokerage industry. The CFA Institute advocates for Department of Labor proposals to broaden the sweep of individuals
Death and taxes are said to be the only certainties in life. This week, because of all the serious illnesses and loss of clients, their loved ones and friends over the past year or so, we highlight a few things on measuring what really counts in the end. How Will You Measure Your Life? The
“If a man does not keep pace with his companions, perhaps it is because he hears a different drummer. Let him step to the music which he hears, however measured or far away.”
Serious illness and loss struck throughout our client base in 2014. Indeed, we acquired a lifetime of experience in 2014 dealing with serious illnesses among family members. This week we share some of the wisdom acquired. Mom & Dad, we need to talk. A family discussion on end of life care cannot wait until the
Nearly every day keeps us busy dealing with interesting issues for wonderful clients. Often we are involved in critical and emotional issues at life intersections. Along the way clients teach us (in a good sort of way). Some of those lessons are the subject of this week’s blog. Family grief can reveal unexpected surprises by
Hard career choices have been a recurring theme this year in consultations with clients. We should say anguishing career choices, because these forks-in-the-road involve significant personal trade-offs, and the stakes are high. This week we offer practical input for high achievers making hard career choices. Must Success Cost So Much? Many high achievers find success
I received a note this week from a young man completing his undergraduate studies: Thank you to everyone who has supported me and helped me to get where I am today. I wouldn’t be who I am without the people I have in my life. It is self-evident that a strong support network helps young
The graduation season is just starting to bloom. This week we offer some perspective for the new graduate beginning a new chapter of life; we hope our words are broadly relevant to all our readers. Make uncertainty your friend. Uncertainty felt most acutely upon graduation never goes away. The challenge is to make uncertainty your
November 22, 1963—a profoundly sad day in American history—is a memory that seems like yesterday. I was in a first grade classroom in Crossville, Tennessee when Mrs. Gaston told us the news: “The President has been shot.” It seemed like the world stood still for the next four days. I am reminded of the line