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Back to School/Back to Work
I always forget how much I love the Fall until October, when everything starts moving toward winter, and something makes ...
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Why We Don’t Like Bond Indexes
Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it ...
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Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America
President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis ...
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How to Dampen the Effects of Market Corrections on Your Portfolio & Retirement Plan
As a native San Franciscan, I find it odd that earthquakes as small as ones that register 3.0 or 4.0 ...
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Tulips or Wildflowers: The Public Pension Crisis Offers a Teaching Moment for Individuals and Families Planning for Retirement
In an effort to face reality, pension funds all across America are lowering investment return assumptions to their lowest levels ...
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What Will You Do During Retirement?
So much attention is paid to how much money you will need during retirement that often the whole question of ...
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Planning for Market Volatility and the Trouble with Target-Date Funds
As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan ...
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How to Plan and Take a Vacation Even if You’re Unemployed
Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such ...
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Four Tips for Women Investors (that also work for men)
A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men. This ...
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