What Could a Retiree Have in Common with Warren Buffett?
How are you supposed to have any cash when everyone’s portfolios are off 10 to 20%?
Retirement Experts Want to Change Your Rule of Thumb
The most important take-away is still have some income to counteract the impact of a large drop in the stock market in the first few years.
What Does Mean Reversion Have to do With My Investments?
Like the law of gravity, large numbers and their averages or "means" pull with great force.
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.