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Who doesn’t want a happy retirement? After all, they don’t call them the Golden Years for nothing! So, are you setting yourself up for true

Ah, the Costco run – the most exhilarating of suburban Saturday activities! The allure is multi-faceted. There’s the practical aspect, such as picking up a

Being an investor today is a wonderful thing. We have access to employer-sponsored plans, like 401(k)s and pension plans, and tax-deferred vehicles like IRAs, or

Ask a gaggle of financial professionals how they gauge where the economy is going in the coming months, and you’ll get a slew of different

Did you know that our conception of “typical retirement age” was shaped over 100 years ago? In 1905, physician William Osler proclaimed the most productive

On July 1 the US marked 121-months of economic expansion – the longest period of growth without a recession in American history. It all started

Economic expansions send more than stock prices soaring. Such periods of electrifying growth also stimulate our emotions. When things are going well in an expansion,

Every time we pick up the newspaper or turn on the news these days, we’re greeted with lurid headlines of doom and gloom. This fact

When is it time to pull in your investment horns and play it safe(r)? That’s among the most common questions I hear from clients of

Is your partner a couch potato or a gym rat? Could they eat fast food for every meal or do they prefer to make their

The day’s headlines can be terrifying: Trade wars, missile launches, oil tanker bombings. The media’s hit parade of horrors seems never-ending. While it may seem

When it comes to prospective new clients, I love the skeptics. My favorite conversations happen with smart, accomplished people who, at some point in the