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Have Your Been Pwned?

June 7, 2019 - During nearly 35 years in financial services, I’ve seen a lot of great changes for the better: improved investment selections, faster technology, lower fund fees. There also have been a few changes for the worse, including the rise of online financial fraud.

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How to Tame Market Volatility

May 24, 2019 - In my last article, I explained how annual stock market returns often vary widely from their long-term average. That’s volatility for you. If your investing time frame is 12 months from today, there’s no telling where you’ll land. You may touch down exactly where you aimed your investment “parachute,” but you’re far more likely to end up in a tree or a lake.

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Realistic Retirement Planning Series: Counting the Years

April 12, 2019—As we discussed in my last article, there are three crucial calculations informing your retirement planning: spending, income, and years in retirement. Today, let’s talk about that last one. While you may dream of a long, golden retirement, there are a couple obvious considerations that go with your happily-ever-after ideal. Obviously …

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