Blog Archives

Until a few years ago, a retiree’s debate about when to draw Social Security revolved around age – usually 62 or “full retirement age”, somewhere between 65 and 67, or sometimes later if he didn’t need the money. However, Social … Continue reading →

Last year’s US stock market was the definition of robust. Volatility was on the low side, and returns were high. Daily price movements were minor when the market sank, but high when the market rose. The S&P 500 corrected about … Continue reading →

One of our gripes about our own industry is high investment management fees and the fact that many consumers of investment services really have no idea what they are paying. One new client had two accounts under the same name … Continue reading →

While the US basks in a moment of diminished stress – political shenanigans have abated, the Eurozone isn’t threatening to vacate its currency, America’s economy is puttering along, markets are good, and all the current wars are old wars as … Continue reading →

Inflation, which was supposed to be surging by now, is so low and still declining, that our thesis that QE will not end imminently and interest rates won’t pop up much from here is looking like it has legs. After … Continue reading →