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Life, Dollars, and Sense

The Market Is Up! Your Expected Future Returns Just Went Down!

I encourage all of my clients and readers to not spend too much time watching their portfolios move up and down, or the daily gyrations of the market. For good reason: one could get quite queasy if they do! That said, it is probably a good bet that those who have investment portfolios have taken notice of the positive direction taken by the equity markets this year.

Is the American Retirement System Succeeding?

One of my clients recently forwarded to me an interesting article about the American retirement system.

The Death of Equities, Revisited

The following is a guest post by Weston Wellington from Dimensional Fund Advisors (DFA)

A Critical Safety Net Is Shrinking

When we are young it is difficult to peer into the future 20, 30, 40 or more years and imagine needing physical assistance with some of the basic activities of daily living such as dressing or feeding ourselves.

Make Your Portfolio Last Longer: Delay Social Security Benefits

There is a new study that illustrates how Social Security claiming decisions impacts the longevity of a financial portfolio. As many of our clients know, I have been preaching the benefits of delayed Social Security benefits.

Prepare for Higher Taxes in 2013

2012 may be well go down as the year when taxes were at their lowest point for a generation or more. For more than a decade now, Congress and Presidents have supported a multitude of temporary tax cuts. Some of these tax cuts have been extended once, twice, or even more than twice.

Investors Should Be More Like a Postage Stamp

I came across an article today from Larry Swedroe who is one of my favorite authors.

Does Past Performance Matter?

“Past performance is not an indicator of future outcomes.” You see this all the time in investment literature, especially related to mutual fund performance.

Ben Franklin’s Call to Action


Ben Franklin once said, “Don’t put off until tomorrow what you can do today.” I love this call to action.

You Control The Debt, You Control Everything

I saw a great movie last week, The International, and there is a fantastic scene that describes the essence of the banking industry.

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