Archives

What’s Next? (And When Will It Happen)

Talk of recession is in the air and amongst my clients and readers of this blog the chief question is “when”? Ever since Trump was elected, questions about when “it’s going to happen” have been floating about. Trump, an 800-pound gorilla with a twitter addiction, has left a predictable path of destruction and the promise […]

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The Cost of Advice

Everyone’s focused on the cost of investing, they should be looking at the cost of not having help. I regular question I receive is whether fees are to high. This isn’t a perplexing question, it always makes sense to see whether you could, or perhaps should, be paying less. But from a financial planning perspective […]

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Wealth in all Stages of Life

My associate, Kimber, frequently points out that my bookshelves contain a number of real “downer” books on death. She’s not wrong: I have an abiding interest in what it means to grow old and how we die. My bookshelves creak under the weight of Greek and Roman philosophy texts, medical studies about aging, and financial […]

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Trends Investors Should be Sceptical About in 2018

Trends are a big deal in the investing world. Even if you aren’t going to pour over mounds of financial data sometimes trends are all you need to know about to successfully invest. Lots of people have beaten “experts” because they followed a trend rather than become intimate with the financial fundamentals. It should be […]

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The Ballooning Cost of Growing Old

Can you afford to grow old? Getting older costs more than we might realize, and its smart to have a plan.

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Vexed by the VIX

This past week a number of articles spilled forth regarding the VIX index being at record lows. If you aren’t familiar with the VIX, that’s quite okay; the VIX is an index that tracks the nervousness of investors. The lower the VIX is the more confident investors are. The higher the VIX, the greater the […]

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