Category: The Opening Bell

The Opening Bell

Long-Term Care

Some years ago, a client came to me concerned about his long-term care policy. He purchased the policy through CalPERS. …

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The Opening Bell

Are You Guilty of Self-Induced Poverty?

Believe it or not, there is a new concern afoot that retired Americans are not spending enough money! This runs …

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The Opening Bell

“The Shortfall in Inflation is a Mystery”: Janet Yellen, Federal Reserve Chair

Changes may be afoot at the Federal Open Market Committee, which meets every six weeks, to assess the health of …

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The Opening Bell

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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The Opening Bell

Cash, Bonds, and Happiness

Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising …

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Strength in Numbers: A Golden First Half for Global Stocks

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But …

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How the Dow Led to Modern Index Investing

If you listen to the news of the day on your way to work in the morning, chances are you …

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Learning to Fail

There’s an odd new-ish problem besieging a certain segment of our population that deserves some attention: it appears that the …

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The Opening Bell

California Real Estate and Retirement Possibilities

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in September (2016), …

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