(888) 234-7982

8,000 Days

A recent article published by Charles Schwab caught my attention. The basic premise was that the average American is now living 8,000 days, just shy of 22 years, past the age of 60 and that this presents all kinds of challenges and opportunities in our role as...

Other Duties as Assigned

In my first job out of college, as in most, it was common to be asked to carry out tasks that weren’t necessarily part of the job description.  My manager at the time would often remark, somewhat tongue-in-cheek, that the last line of that description was, “other...

How Long is Long-Term?

I recently attended a one-day investment symposium put on by the National Association of Personal Financial Advisors (NAPFA) in St. Louis, Missouri.  The morning session centered around the importance of diversification, the dangers of timing markets, and the poor...

Live from the Trading Floor

Clean.  Simple.  Pin-drop quiet.  No frantic people in bold suits running around.  No screaming across the room. On my way to a recent weekend board meeting for a non-profit organization I’ve served for many years, I had the chance to visit the global headquarters of...