Blog Archives

No, not me, in fact I don’t really know what this means. But a friend who wanted advice about retiring lately said this to me and it made me wonder, because actually I hear this fairly often. So this is … Continue reading →

Giving to charity can be – like many things in life – fraught with pitfalls. It should be simple, and most folks think of it in that way – write a check or hit the ‘paypal’ button and off goes … Continue reading →

In our last blog we railed about how everyone calls themselves an ‘investment adviser’ – but many are not. Here is our handy guide to all the folks out there and what they really do. Broker: Sells product. Paid by … Continue reading →

I am passionate about what I do, and I am glad that I bent my career away from economics and towards becoming a money manager. But the ‘advice industry’ as it is now called drives me nuts. Perusing the industry … Continue reading →

Some years ago, Wall Street decided that Brazil, Russia, India and China would be ‘hot’ markets, with all that growth and development happening. These countries in aggregate were called the BRIC, an acronym coined by Goldman Sachs’ Jim O’Neill. Every … Continue reading →