Certain Uncertainties in Retirement

WEEKLY EDUCATIONAL UPDATE FEBRUARY 13, 2019     The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining […]

Champagne Wishes and Caviar Dreams

  Just a couple of generations ago, it just wasn’t polite to discuss money. We mostly knew who was rich and who wasn’t. But […]

The Great Debate Continues: Active vs. Passive

  WEEKLY EDUCATIONAL UPDATE – FEBRUARY 8, 2019   In sports, music, and politics, there are “great debates” that never seem to conclude. In […]


  America’s economy has morphed throughout our history, starting from agricultural to manufacturing to service to technology. Now it seems we’re moving towards a […]

Countdown to College

  WEEKLY EDUCATIONAL UPDATE – FEBRUARY 1, 2019     Most parents want to give their children the best opportunity for success and getting […]

Piggy Piggy Piggy

  On January 1, we switched our calendars from 2018 to 2019. But in China, February 5 is the date for setting off fireworks. This year, we’re […]

Your Emergency Fund: How Much is Enough?

WEEKLY EDUCATIONAL UPDATE – JANUARY 25, 2019   Have you ever had one of those months? The water heater stops heating, the dishwasher stops […]

Puzzling Questions

  Americans love puzzles, games, and brain teasers. Newspapers publish crossword puzzles, word-search puzzles, and word jumbles. Bookstores sell jigsaw puzzles. And airport gift […]

The Anatomy of an Index

WEEKLY EDUCATIONAL UPDATE – JANUARY 18, 2019     Did you know that nearly $10 trillion in assets are benchmarked to the Standard & […]

Do Androids Dream of Electric Audits?

  In 1982, the movie Blade Runner presented a technologically advanced vision of the year 2019. There were flying cop cars. (What grim dystopian movie doesn’t […]

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