Is This Bull About to Leave the Ring? A Message for Retirees

It’s possible that history’s longest running bull market may soon see a correction. Some of my clients are beginning to ask what they should be doing differently with their investments in light of this possibility. First, let me remind you that “correction” is not a four-letter word. I don’t blame you for thinking it is … Continue reading Is This Bull About to Leave the Ring? A Message for Retirees

Information Overload Versus Information Avoidance

Are you suffering from TMI or is it just me? In modern parlance, TMI stands for “too much information.” When I’m talking with my teen-aged daughter and she suddenly moans, “TMI, mom, TMI,” I know it’s time to get to my point. These days, many of us are feeling like we live in a general … Continue reading Information Overload Versus Information Avoidance

Financial Advice in the Age of Artificial Intelligence

How is it that our cars, phones and computers have become so smart, capable of taking on a growing number of functions in our day-to-day lives? Two words—Artificial Intelligence (AI). We can ask Siri, iPhone’s digital assistant, to order a pizza. Alexa, Amazon’s helpful contender, can create shopping lists and then buy the items with … Continue reading Financial Advice in the Age of Artificial Intelligence

Take a Vacation From Managing Your Finances

Take a break from managing your finances when you go on vacation this year. Here’s how: We are halfway through a pretty grueling year with our government in disarray, a new tax law to come to terms with, and jumpy markets. It’s no wonder that airlines are expecting the busiest summer in the history of … Continue reading Take a Vacation From Managing Your Finances