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Life, Dollars, and Sense

Is it better to rent or buy?

I’ve been thinking a lot about this issue recently. There has been a lot of media attention being paid to the housing market and it is worth considering if one option is better than the other given your circumstances.

Is Long-Term Care Insurance for Me?

With many questions in life the answer to this question is “It Depends.” The first factor one needs to evaluate is your level of wealth.

Sensible Resolutions

My friends at Dimensional Fund Advisors have put together a list of sensible investment resolutions that all of us can find useful. If you have additional financial resolutions that you would like to share please send me an e-mail ( and I will update this blog. I look forward to your feedback.

Do older investors make better investment decisions?

I came across an interesting tidbit in the Wall Street Journal this weekend regarding the investment knowledge and skill of older investors. A new study looks at whether cognitive aging has an impact on investor’s investment portfolios.

A Dying Banker’s Last Instructions: The Futility of Active Management

There was a great article in the NY Times this weekend about a former Wall Street banker who has a terminal form of cancer.

Big Changes for Education Savings Accounts

Coverdell education savings accounts have allowed investors to save for their children’s education in a tax favorable account for many years now.

Can you trust your financial adviser?

As many of our clients know I can be quite critical of the financial press in general, but every once in a while I come across an article that is well-written, interesting, and very useful to the

The Sunk-Cost Fallacy and Investing

Wikipedia defines ’sunk costs’ as past costs that have already been incurred and cannot be recovered.

Recency Bias and Investment Decisions

Behavioral finance (also known as behavioral economics) is the integration of psychology and finance to better understand how people actually make financial decisions.

Morningstar Study: High Mutual Fund Fees are Bad for Investment Performance

For years we have been preaching to our clients about the importance of avoiding mutual funds with high expense ratios and those that charge a ‘load’ or commission.

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