Over the past 15 months, I have been in a LOT of family therapy. And the one thing I have learned is that when a person is feeling strong emotions (fear, anger, insecurity), the rational part of their brain (the…
So, you’ve seen all the newsletters advising you not to panic and sell as the stock market loses 20% in a week. You may even hear investment folks encouraging you to buy stocks if you have any cash. But, as…
The first quarter rite of passage for financial advisers seems to be attending economic forecasts. Yes, it is absolutely as fun as it sounds. Zzzzzz. I try to avoid these meetings because market forecasts are almost never right and…
An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs. This has received a lot of press, so I guess a lot of people are worried about it. Is…
We are in the depths of despair. Okay, maybe not despair, but the depths of the winter blahs at the very least. You may be fantasizing about an escape to warmer climes soon. Fear not, the opportunity is coming. For…
Well, in reality, they are here. RoboAdvisors, that is. Over the last few years, people in my industry have made a big deal about selling the services of their RoboAdvisors or hand-wringing that RoboAdvisors are the death knell of human…
