The Biggest Surprises in Retirement By GLENN RUFFENACH Wall Street Journal, Wealth Management Journal Report, Monday February 13, 2017 We asked readers to tell us about the things they didn’t anticipate when they stopped working. They had plenty to...
My colleague, Andy Bryce, and I were able to spend two days last week working with a wonderful family who are in the middle of a multi-year transition of the family’s business to their very capable rising generation. Today,...
The Dow Jones Industrial Average topped 20,000 for the first time in history this week, and many are asking if this is the time to get out of the market. Buy low, sell high, right? This is a question...
Well, we have a brand new year, and with it comes much to think about in terms of coming up with a clear-eyed, pragmatic outlook for what we might expect over the next twelve months. I’m going to discuss...
2016 has to be one of the more fascinating years we have had in some time. From the rocky start in the stock market right out of the gate, to the toxic political environment during the presidential election, to...
We’re ready to take a deeper dive now, exploring the difference between analytical and intuitive thinking. Dr. Roger Sperry, a 1981 Nobel Prize winner, found that two distinctly different brains coexist inside our heads. Each processes information quite differently...
Ten Financial Best Practices to Jump-Start Your New Year Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation...
Richard Del Monte joined KTVU’s “The Four” on 2 to explain why stocks are on a tear, and the US dollar is rising — all since Donald Trump was elected the 45th US president. A month after the election,...
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In my last post discussing the groundbreaking book, Breaking the Rules, by Kurt and Patricia Wright, we learned to reframe our old outmoded relationships to the belief that people actually have weaknesses, when in fact we only have strengths....
Well, we ended up having a pretty calm summer after all. With the Brexit vote that started out the season, it looked like it might be anything but calm, but over the ensuing months, the market handled every piece...