My Personal View on Fidelity Investments for You
Ned Johnson was CEO back in the mid-90’s when I worked at Fidelity Investments. Today the CEO is his daughter Abby. What hasn’t changed...
Failed Fiduciary Rule Spells Caution for You
Time and time again the leadership at big brokerage houses and insurance companies seem to have their own best interests in mind rather than...
How Bad Bosses Get it Wrong, and How to Escape Them
Robert Cross, a professor of leadership at my alma mater, Babson College was recently quoted in The Wall Street Journal with some great advice...
America’s Best State for Business
I'm always on the lookout for information to pass along to you about where in America you can go to maximize your opportunity and...
Pensions are Still Hiding from the Truth
You can never save too much of your own money. As I wrote here on January 22, 2018, the pension funds many Americans are...
Your First Summer Job and Beyond
My first Summer job was scooping ice cream at Oxford Creamery in Mattapoisett, MA, where after every shift I'd mop the floors. I like...
Is Your State’s Pension System about to Collapse?
Katherine Loughead discusses state pension data from The Pew Charitable Trusts at The Tax Foundation. I've warned many times that states are under-funding their...
This State is Number One
I have a number of clients who live in Iowa and are glad they do, especially when reports like this one from U.S. News...
Illinois is About to Stick its Head Deeper in the Sand
For years Illinois has underfunded its five pension systems. For years I have been waving a red warning flag about the American pension charade...
You’ve Read the Last Issue of Intelligence Report: Back to Investors Yield: Part II
“Well I remember the mood of euphoria that gripped the stock market back in the holiday season of year-end 1965,” writes Dick Young in...