I recently overheard a remarkably in-depth discussion between two moms who were debating the features of several fairly expensive baby strollers. As the mom of two children, a toddler and an infant, I’ll sheepishly admit that I spent a ridiculous … Read more
There’s been a lot of back and forth about the differences between the posted performance of a mutual fund or exchange-traded fund (ETF) and the returns actually realized by investors taking into account cash flow.
Reading the discussion around this, … Read more
My brother-in-law will be graduating from college in a few days, and that has me thinking back to when I started my career a few years ago.
As I set out on my own, I had many questions about finances: … Read more
The “future of retirement” seems very much on the public’s mind. The topic is surfacing in the press, in the institutional marketplace, and will be the focus of a Washington, D.C., policy forum I’m attending in May. Here are some … Read more
I’m at the stage in my career where I’m willing to contemplate the fact that retirement is on the horizon—probably in the next 10 years or so.
Increasingly, I find myself talking about “retirement readiness” with friends and colleagues who … Read more
Many of us—myself included—recently received alerts from banks and major retailers notifying us that our names and e-mail addresses had been “hacked” as a result of an attack on a third-party service used by these businesses to handle e-mail distribution. … Read more
I was traveling a few weeks ago to visit with institutional clients. For my travel reading, I downloaded Michael Lewis’s The Big Short. It’s a colorful look at some of the personalities during the great financial crisis of 2008–2009—in … Read more