Caring for a Nest Egg, Whose Job is it?
The thought of not working can be daunting enough, but the accompanying responsibility of managing the nest egg can be equally challenging.
2020: Under Further Review
In our most recent edition we hone in on Mark Halby who may be doing something even riskier than surfing big waves.
Stockdale and Asking When
His view was that the idealists were the ones who had the toughest time and did not make it through their ordeal.
The Big FIVE Retirement Mistakes
The Big FIVE Retirement Mistakes that we help you address in our regular meetings.
Lifespan vs. Healthspan
One of the terms that Levitin uses we think works well with our efforts as Investment Managers is "Healthspan."
The GIG Economy and Your Loved One’s Retirement
As younger workers have adapted to the lack of long term commitment from employers, a casualty has been their retirement savings.
Will I Be Able to Retire?
Doctors, Lawyers, & CPA’s all get asked about what they charge. It is no different for investment managers. It comes with the territory.
How Money Changes Family Dynamics
You may inherit some money, but in many cases you are also inheriting an inability to talk about money between generations.
DLK Summer Reading List
Take a look at books recommended by team members at DLK. Happy reading!
Tales from the Advising Road
We came across the story of a married couple of over 40 years. It might shed some light on how even life-long mates cannot hear each other.