Market Volatility – much ado about nothing.

I've been contemplating about how the next financial "crisis" will unfold.  Specifically, how it will be different from our last "crisis"? One new angle that has my attention is the speed of our news cycle.  It seems like we are voraciously consuming news these days in ever smaller bits and bites.  I like to watch …

Continue reading Market Volatility – much ado about nothing.

That did not take long……..See my post about Saving after the Tax Reform. Then read this.

"The Senate GOP would "have to have Democratic involvement" in changing those programs, the Kentucky Republican told Axios on Thursday. House Speaker Paul Ryan has signaled that House Republicans want to turn to what he calls "entitlement reform" next year after the GOP's successful passage of a tax overhaul this week. Some Republicans have identified cutting spending as …

Continue reading That did not take long……..See my post about Saving after the Tax Reform. Then read this.

The Future of Wealth Management: “What” and “How” solved, but not “why”.

The Future of Asset Management is not a simple topic. The asset management industry is being re-shaped even as we type this blog by several mega-trends. Like many other industries, technology is the main agent of change. But is this new? For many years people have been explaining that the challenges in wealth management were …

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Book Review: How Much Can I Spend in Retirement? by Wade Pfau, Ph.D., CFA

This is why you should have a Financial Advisor............to read books like this on your behalf and provide you with a summary!! Seriously, a great new book on retirement planning is out! Wade Pfau has written a new book; How Much can I spend in Retirement? For those of you unfamiliar with Mr. Pfau,.......he is a highly …

Continue reading Book Review: How Much Can I Spend in Retirement? by Wade Pfau, Ph.D., CFA