At the edge of retirement
We’ve had a few conversations lately with clients on the edge of retirement or having recently crossed over to the other side. A few articles this week shed light on several key issues. The Average
A worrisome vulnerability
This week we examine some worrisome characteristics of the U.S. market. According to Liz An Sonders of Charles Schwab, global monetary conditions remain equity market friendly, but pending U.S. rate hikes may change perception about
Stepping to the beat of a different drummer
“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.”
Mom and Dad, we need to talk.
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
Investor Regret
The U.S. equity bull market is in its seventh year. Many investors’ bad memories from 2008 or 2000 have faded. Some investors are feeling left behind. This week we examine the power of investor regret
Where are the gains from international diversification?
2015 may be a year when global diversification is appreciated once again. The world’s economies and central bank policies are diverging, creating conditions for widely varying results. Relative valuations among countries may be a reliable