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Longevity Risk

Almost all of the numbers that you would really like to know when you are planning your retirement are completely unknowable. We have no way of knowing what the returns of the stock market will be. We don’t know how tax rates will change over the course of the next few […]

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Investing Intelligence?

Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. “It turns out that, when it comes to money matters, we are wired to do it all wrong. Our brains have evolved over thousands of […]

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An Action Plan for Long Term Care

An Action Plan for Long Term Care  – this is an excellent resources for us all. Christine Benz of Morningstar.com is obsessed with Long Term Care and this article has many links and you may find them helpful as well. I follow Christine because she really delivers the facts and thinking […]

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Market Commentary

Has the stock market moved too far, too fast in 2021? I have shared with many of you that the market moves backward 30% of the time. The stock market does not go up in a straight line. Even while in the midst of a bull market, like the one […]

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“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow […]

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Do You Have the Right Amount of Property Coverage?

There are endless commercials on tv – think Liberty Mutual and Geico. They serve to inspire the thought for me – Do I have the right amount of property coverage? This question is an important one to ask each year. Life changes and the passage of time can affect the […]

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