13 Feb 2015

Posted at 15:13h in The Friday Brief by
Two and a half years ago we published a Brief titled with the same question. Remarkably, it still attracts readers to this day. The question is both a simple one, often evoking just as simple and quick an answer "NO," while at the same tugging at our logic, values, beliefs, and view of the world.

06 Feb 2015

Posted at 15:20h in The Friday Brief by

Whether planning for it years ahead or slamming into the possibility through an unexpected layoff, retirement can be a scary concept for most of us. There are the obvious questions of wealth: specifically, will we have enough to maintain a comfortable lifestyle for our remaining years,...

30 Jan 2015

Posted at 12:39h in The Friday Brief by
When we bring up the question of inheritance for the first time with new planning clients, their answers usually range from 'nothing, we want to use it up' to 'they get whatever's left.' Most share without reservation that it is a subject on which they have spent little or no time considering. Understandably so, the subject of death is morbid, and talking about an amount at the end of our lives seems silly given all the unknowables ahead of us.

23 Jan 2015

Posted at 14:46h in The Friday Brief by

Today's post marks a milestone for the Friday Brief as the 600th issue of a weekly series that dates back to June 29, 2001. Thank you so much for your loyal readership. In appreciation, I'd like to share some pearls of investment and planning wisdom picked...