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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Past Articles

Separating self from true value
Although managing money is mostly a rational pursuit, emotions often play a part.

Handling wealth: Age-old questions
Out of curiosity, I started looking for a convenient do-it-yourself cognitive test I could take.

A glimpse at retirement down the road
Of course, all our scenarios of where to live in retirement entail financial consequences – along with investment implications.

Retirement: The Matter of Saying When
I have given notice. I told my boss when I intend to retire.
Social Security benefits not going away
By Joel Dresang there are good reasons for taking Social Security earlier. But the reasons vary by individual, which makes it wise to consult a financial professional who knows your particular situation. There also are bad reasons for taking Social Security early. Among them: Headlines. […]
Lower inflation, lower Social Security raise
The Social Security Administration says beneficiaries will get a raise of 3.2% beginning in January. […]