What I Read This Week | September 2017
This is my occasional -- sometimes weekly, sometimes monthly -- posting of articles [...]
Q3 Timely Reminders
The IRS requires that folks over 70.5 take required minimum distributions (RMD) from traditional [...]
Diversification: A Timeless Principle
The Prudent Investor Rule is a legal doctrine that has its roots in [...]
Q2 2017 Markets Performance
Foreign stocks, as measured by the Morgan Stanley Capital International Europe Australasia and [...]
Mental Accounting
This is the fifth cognitive bias covered on our blog. I [...]
Q3 2017 Economic Update
The Wall Street Journal of July 6 featured an article by respected columnist [...]
How We Roll
click image to enlarge Here's a graphic we created to describe [...]
What I Read This Week
Euro Zone Growth Revised up to Highest Rate in Two Years https://www.reuters.com/article/us-eurozone-economy-gdp-idUSKBN18Z13N For [...]
This Could be a Problem
I recently read two stories about the Federal Reserve (the Fed) and its [...]
Department of Labor Fiduciary Rule – UPDATE
A year ago, this newsletter featured a piece about the Department of Labor’s [...]