Archive for March 2018

The Power and Importance of Humanizing Investment Advice

As seen in Kiplinger One thing I’ve learned while giving investment advice over the years is that it’s important to understand the person behind the portfolio. Just knowing what someone’s bottom line is — how much they’ve saved for retirement, where they’ve invested their money, how much risk they’re willing to tolerate — doesn’t tell…

Read More

Young Boomers May Face the Biggest Hurdles

The first half of the infamous “baby boomers” (born 1946-1955) began reaching normal retirement age six years ago.  Lucky you if you fall into the older boomer category. You have seen the longest bull run in stock market history and if you remained invested after the financial crisis of 2008, you are probably quite happy with…

Read More