caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

Read full story Comments { 0 }
stock market magnifier

Market Wrap – First Quarter 2012

Stocks Rebound, Bonds Slow 2012 got off to a great start for the stock market, with the strongest first quarter kick-off since 1998, and the best overall quarter since the third quarter of 2009. Many of the riskier and “unloved” sectors of 2011 staged a rebound, like developed and emerging markets international stocks, small cap, […]

Read full story Comments { 0 }
CollegeGraduation

Best College Majors – for Earnings, That Is

Take a look at a very interesting article by Phil Izzo, “Which College Majors Pay Best,” in the Wall Street Journal.  Izzo spotlights research by Joseph G. Altonji, Erica Blom and Costas Meghir of Yale University, showing which college majors generate higher earnings after graduation.  Not surprisingly, certain majors – notably those requiring math skills – lead to higher […]

Read full story Comments { 0 }
bond certificate

Simple Isn’t Always Better (At Least For Bonds)

One of the questions we get asked from time to time is why we don’t just buy one bond index for the bond or fixed-income portion of client portfolios, and call it a day.  Wouldn’t that be easier and cheaper, some clients ask? Yes, it probably would be easier (only one bond investment to buy) and cheaper (an […]

Read full story Comments { 0 }
caregiving 2

Quote of the Week: Caregiving Often Falls to Women

“The average caregiver in 2009 was a 49-year-old woman who had a job outside the home and spent nearly 20 hours per week providing unpaid care to her mother, according to a 2011 AARP Public Policy Institute study.” Emanuella Grinberg, CNN, April 9, 2012, “Caregiving for loved ones the ‘new normal’ for boomers” We hosted a […]

Read full story Comments { 0 }
live to 100

“Planning for Retirement? Plan to Live to 100”

“Planning for retirement? Plan to live to 100” Do these headlines fill you with dread (Oh no, please tell me I won’t still be around at 100!) or excitement (Great! More time to fit everything in!)?  Take a moment to follow this link to a thought-provoking article by Robert Powell, “Planning for Retirement? Plan to live to 100,” posted April […]

Read full story Comments { 1 }
dunce_cap

Common Investor Mistakes: Guilty as Charged?

It’s always a pleasure to run across an article written by another investment adviser that makes us nod our head in agreement.  Here’s a perfect example. Rick Salmeron, an adviser in Texas, wrote a short article about common investor mistakes for Dow Jones Adviser.  It’s written, of course, from the investment adviser’s viewpoint, and sums up […]

Read full story Comments { 0 }
live-long-and-prosper

Ready or Not: Calculating How Long You Might Live

Your life expectancy can have a huge impact on your financial planning.  In a separate blog article, we talked about how it’s so important to make sure your money lasts as long as you do, and nowadays, that means possibly to age 95 or 100. If you know you’re likely to live to a ripe old age, […]

Read full story Comments { 0 }
robert-shiller2

Quote of the Week: Is It Time For Austerity?

“There’s a debate about the merits of austerity among economists.  …We have to deal with the debt eventually.  …(But) I think probably austerity is bad at this time.” Robert Shiller, Yale University economist and financial innovator (developer of the Case Shiller home price index and Shiller P/E stock market valuation tool), as interviewed in  Money Magazine, April […]

Read full story Comments { 0 }
Financial-Literacy

Can You Pass The (Financial Literacy) Test?

April is Financial Literacy Month, so let’s take a moment to recognize why it’s important for all Americans to understand the basic financial concepts affecting our daily lives. “People with a high degree of financial literacy are more likely to plan for retirement, and …  people who plan for retirement have more than double the wealth of people […]

Read full story Comments { 0 }