Risks you can’t plan for
A couple of news stories last week reminded me that there are some risks in life and in investing you can’t adequately plan for. Seemingly rare events have big consequences –both positive and negative—and are
This Week with J. Mark Nickell & Co. – April 22, 2015
This week, a few things especially caught our attention. International diversification is starting to reward investors again after a considerable period when a blend of U.S. Stocks and bonds outperformed relative to most other asset
On death, taxes and measuring what counts
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,
Crossing the Threshold of Retirement
Hardly a week goes by without our having several discussions about the financial aspects of retirement. This week we address some issues from the last several days. How much house can I afford? The traditional
This Week with J. Mark Nickell & Co. – April 2, 2015
Investors concerned about recent market swings wonder if there’s any relief in sight. The short answer: not any time soon. The Chief Investment Officer at Schwab, Liz Ann Sonders forecasts the near future for this
March Madness
If we had told you 25 years ago--when you were earning 8.5% on a 30 year U.S. Treasury bond—that you would be earning 2.5% today on that same bond, you would have labeled the thought