Blog Archives

What do you do with financial accounts when a loved one is diagnosed with Alzheimer’s? This question is becoming more pertinent by the day as we live longer. The issue of protecting assets that had heretofore been shared is a … Continue reading →

In yet another blow to corporate America, Equifax has belatedly let us all know – and by ‘all’ I mean nearly every adult in America – that our information has been stolen. Since these credit reporting agencies are repositories for … Continue reading →

The debate over health insurance in the US continues to rage. No one likes any of the solutions proposed by anyone very much. But it’s not the solutions that are the problem; it’s the nature of the debate. When did … Continue reading →

For the last ten years at least, investment managers who analyze stocks looking for value have had a tough time performing well. It’s becoming easy to wonder if value investing doesn’t ‘work’ any more. Jeremy Grantham has mused that large companies … Continue reading →

Anyone invested in the municipal bond market should keep an eye on Puerto Rico which declared a special form of bankruptcy allowed to it by Congress in a special law passed a couple of years ago. The territory, where population … Continue reading →