In many ways, I was blessed with parents who aged well. My father passed away recently, but they both celebrated their 90th birthdays last year and lived active and independent lives. But the time of real cognitive and physical decline did finally befall them. My father had been in a bad accident and spent over […]
We all know that aging can bring its challenges — and one of the more difficult aspects is that it can eventually reduce our ability to manage money and make sound financial decisions. Experiments show that our reasoning skills drop steadily after peaking at age 53. Add to that dementia, which affects about 1 percent […]
As we celebrate Earth Day 2021, the world of sustainable investing is undeniably expanding –more investors are becoming aware of its promise, and more money is flowing in. Still, investors have questions: do my investment dollars make a difference? Does Sustainable Investing help bring about change and lead (or force, in some cases) companies to behave […]
California gets an “’F’ when it comes to preparing our children for the real world of money,” says the most recent report by the Champlain College Center for Financial Literacy. The Center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no […]
That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]
“The investor’s chief problem – and even his worst enemy – is likely to be himself.” — Benjamin Graham (1894–1976) Legendary economist and investor Benjamin Graham made his timeless observation decades ago, and yet still today it reflects our enduring belief: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. […]
It is one of the most common questions wealth advisors get from clients – when can I afford to retire? But planning for retirement can be a bit more complicated than just a savings and spending plan. Here are five pitfalls to avoid as you approach retirement. Pitfall #1: Thinking you can work forever (to […]
As the world of sustainable investing opens up – as more investment options become available, as more investors become aware of its promise and money flows in – one has to ask the question: does my investment dollar really help to make a difference? Does Sustainable Investing really help bring about change and lead (or force, in some cases) companies to […]
Retirement is something that most people look forward to in their working lives: no deadlines, no dressing to company standards, and no handling endless paperwork. It is living life more on one’s own terms. But if it is not planned with a degree of care, it can be much less than the dream it was […]
The other day my wife turned to me and asked me if were invested in “stocks.” I sat there in shock. In our fifteen years of marriage she had never uttered one word, asked one question or showed any interest in our investments. I manage our money and would show her our balances and say […]
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