Warning! Pension Funds Continue to Swing for the Fences
You really can’t make this stuff up. Pension funds refuse to read the writing on the wall: We are living in a reduced return...
How to Become a Millionaire, Part I
You may look at my headline with a touch of disbelief, and, to be honest, I would most often join you in the disbelief...
How Retirement Affects Health
You can’t afford to lose meaningful money in retirement. It is the one death blow that is almost impossible to recover from and in...
Survey: Wealthy Investors Fear Becoming a Burden
The #1 fear for wealthy investors is becoming a burden to their children according to a survey from UBS and described here by Financial...
What’s on Your Bucket List?
“It’s not how fast you travel, it’s how far you go,” sings my friend Bob Morrison in his recently recorded song A Wheel Is...
Connecticut’s Pension Ranks #48
You read that right. Connecticut’s funding of its pension obligations ranks #48 in the country only to be outdone by Kentucky and Illinois.
Connecticut, with...
Video: The Retirement Gamble
You, no doubt, have questions about your retirement, especially with the recent market declines. I was speaking with a client yesterday and he told...
E.J.’s Notes from the Wild, Wild West
You don’t have to spend a ton of money to have fun with your family, but it certainly helps.
My family just returned from an...
Millennials Shun Boomers’ Stuff
I came across this article thanks to the folks over at WSJ Adviser. Apparently the kids don't want all of your stuff.
A seismic shift...
Retirement Profile #2: “Expect Nothing; Want One Thing”
The NFL’s Baltimore Ravens may be the most underrated team in the NFL right now. Part of their success is due to senior leadership...