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Retirement

Living a Rewarding Retirement: The Importance of Time

Living a Rewarding Retirement: The Importance of Time It’s minus 3 degrees this morning, with a thick blanket of snow on the ground, and winds are making it feel like 20 below. There is little compelling reason for this retired guy to hustle around and get outdoors, so it’s as good a time as any…

Market Commentary

Why didn’t my portfolio do that?

As a person, managing my own emotions can be challenging. Understanding the environment around me is difficult. As an advisor, managing client emotions and expectations while balancing their wants vs. needs is daunting at times. Not because clients are hard to work with, but because I cannot always impute their emotions into my recommendations. Portfolio management is…

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