Retirement Planning

  • Travel Safety

    With the recent tragedies involving the Boeing 737 Max airplane, travel safety is back in the news. The debate of flying versus driving is always a curious one. It says many things about human risk behavior. Most people know it is much safer to fly than to drive. Here are the latest United States fatality…
  • Maintain Perspective and Long-term Discipline

    This article explores two topics:
  • Drink More Water

    While speaking with a cardiologist recently, my eyes were opened to the “Simple, but not Easy” strategy being applied in the medical profession. We communicate frequently about the importance of this strategy in personal finance so it was fascinating to see it play out in another profession. I thought it would be helpful to share…
  • Overcoming Biases Against Global Investing

    Global stock market leadership historically has alternated between U.S. and international markets. Rather than choosing one class of stocks over the other based on past performance, focus on the potential long-term benefits of a global approach.
  • The Importance of Personal Umbrella Policies

    Wealth protection is an important part of our wealth management process that aims to protect your assets against potential creditors and litigants, as well as protect against catastrophic loss. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay…
  • Why Should You Diversify?

    As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
  • Now and Then

    Markets have been up and down this year, which can be hard for many investors to live with. During periods like these, hearing stories about how other people deal with uncertainty can be helpful.
  • 2018 Forecasts

    “The general is well aware that your division’s forecasts are worthless. However, they are required for planning purposes.” Kenneth Arrow, a Nobel Memorial Prize winner in 1972 who recently passed away in 2017, began his career in the Weather Division of the Army Air Force during World War II. His division was in charge of…
  • Tax Cuts and Job Act

    Summary information related to the recent Tax Law changes.
  • Late Innings of Tax Reform

    As we begin the final two calendar months of the year, individuals and families start to wrap up their financial year.