As a Retirement Planner, each year I eagerly await the release of J.P. Morgan’s Guide to Retirement. It is essentially a booklet of retirement charts filled with great information impacting retirees. Making it even better, it often highlights things that are regularly overlooked by just about anyone (including professionals) planning for retirement today. With that in mind, I have selected 10 charts that I think everyone transitioning into retirement should… Read More
A Portfolio Strategy For 30-Year Retirements
PLEASE NOTE: This is a long post, but I passionately believe that if retirees have any chance of getting things right, they must properly understand all the underlying assumptions they are making in their retirement planning decision process. And because I view the subject(s) of this particular article to be so important, I wanted all the thoughts in one place instead of being spread amongst three or four individual posts… Read More
A Case For Long-Term Optimism - Words Matter
The words we use are important. When you hear the term “stock market,” what immediately comes to mind? Recently, I completed an informal survey asking that very question of various non-financial industry connections and the number one response was “risky.” I think part of the reason people view investing as risky has something to do with the term we use when referring to the assets we are purchasing — stocks…. Read More
Why I Advocate For Passive Investing For Clients
Winston Churchill is often credited with the statement that democracy is the worst form of government, except for all the others that have been tried. This is a lot like how I view the whole active vs passive management debate because there is no perfect way in which to manage a portfolio. But I believe there are significant guideposts to follow that can make the decision a little clearer. There… Read More
