Retirement Investing

Your Retirement Life: To Where Will You Flee?

Your retirement life is sacred ground. You know my favorite advice, to your dismay, is to work as long as you can and put...

Your Emails and Comments on Med School Talk

In my conversations with you, you're telling me you liked Your Survival Guy Presents to Prestigious Med School. I turned it into a Special...

Generational Wealth: You Can Turn $10,000 into $100,000

I hope you’re getting outside and enjoying some beautiful weather this spring. Here in New England it feels like a switch was flipped Sunday...

Congratulations 50 Year-Old Phil Mickelson Winning PGA Championship

You know that I encourage you to say "not yet" to retirement and that once in retirement you should continue to live an active...

Your Survival Guy: Kicked to the Street in Boston

Yesterday, a Wednesday in May, clients were in town. The Mooring restaurant in Newport, RI, was packed. I looked to see if there was...

WARNING: Near Record Confidence Among America’s Retirees

Confidence among workers about retirement is nearing record highs, with 72% confident they will be able to retire comfortably. That's close to the record...

Sell in May?/911 Emergencies/Fidelity #1/Cryptos/Stocks

Who's got your back in the world of finance when the going gets tough? And some other thoughts. When Georgia changed its voting laws,...

The Fallout from Archegos Capital Management and More

What risks do certain "family" offices pose to outside investors, considering most, if not all, of the money is the "family’s?” Well, as it...

When Stocks Drop by 33.9%, 49.1%, or Even 56.8%

There’s a time when you’re most vulnerable as an investor. It’s not when you’re knee-deep in work, with retirement waaay off in the distance....

How Did You Save So Much Money? I Really…

When I ask you, “How did you save so much money?” your answer tells me a lot about you. Because, when you respond, “I...