Alternative Investments Beaten-Up
Pension funds and endowments made a dreadful mistake by loading up on market neutral alternative investments in 2009—the market crashed in 2008—a year too...
Your Success is a Choice
Over the weekend I read an article on the top 50 annuities. It was the weekly feature in a major financial publication. I can...
10 Best States for Working
Here’s the latest rundown of the 10 best states for working courtesy of moneyrates.com:
Washington. Washington repeats as the best state for all-round employment conditions, and...
401(k) Nightmare: Part II
Your money growing tax-deferred is one of the best if not the best feature of a 401(k). When you choose to rollover to an...
Good Morning from Castle Hill
Downtown Newport is buzzing as sailors prepare for today's Newport to Bermuda race. I walked down to the docks at lunchtime yesterday to check-out the...
401(k) Nightmare: Part I
Twenty years ago, after graduating from Babson College with a finance/investments degree, I spent the summer backpacking through Europe. In the winter I worked as...
Risk and Iraqi Banking
Thinking about risk is often difficult. Small persistent risks often take a backseat to catastrophic risks that are easier to conceptualize. Skiing is a...
Win By Not Losing
If you have a dollar and lose $0.25 you’re left with $0.75. You’ve lost 25% of what you had, but to get back to...
Part-Time Work in Retirement
No one wants to work in retirement. But if you consider how valuable your time is, then working part-time may be something for you...
50 Years of Bear Markets
How would your portfolio withstand a 20% decline otherwise known as a bear market? In the first decade of this century we have had...