Financial Security

Cryptocosm and Life After Google Part IV

You’re witnessing what happens when markets dry-up as shown here with bitcoin (see chart below). I've been warning readers about what George Gilder calls...

You Must Save for Yourself, Because No One Else Will

In 1991, 35% of employees were participating in defined benefit pension plans. By 2005 that number had fallen to 21%. In March of 2018...

Buyer Beware: Goldman Goes Retail

Goldman Sachs has signaled it is taking a step down to provide services to the masses. With online banking offerings, mutual funds and ETFs,...

California Pensions Continue to Make Headlines

Is there a more Machiavellian story than this? We’re talking about a fiduciary responsibility in the many billions of dollars. Is anyone paying attention?...

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...