A few years ago, while buying wine for a friend’s party, I found a reasonably priced cabernet sauvignon produced by Bogle Vineyards. I work at Vanguard. How could I resist? A clerk assessed my selection and, I kid you not, … Read more
“Oh when I was a kid, I got no respect. I played hide and seek. They wouldn’t even look for me.”
– Rodney Dangerfield¹
For a number of years, I’ve been having conversations about portfolio construction. The specific focus of … Read more
One of the first things a homeowner learns is the importance of inspecting conditions regularly and performing maintenance as needed. All it takes is one leaky sink that, over time, ends up putting a damp hole in your drywall to … Read more
It’s October 1985, and Marty McFly, hero of “Back to the Future Part II,” catches a ride in a decade-hopping DeLorean time machine and goes three decades into the future. Leaving his hometown, Hill Valley of 1985, with Doc and … Read more
October 18 kicks off National Save for Retirement Week. Never heard of it? Don’t worry, because I don’t think many people have. Celebrated the third week of October, it’s a national effort to raise public awareness about the importance of … Read more
Many of my clients ask me the age-old question of whether they should invest cash all at once or dollar-cost average over time. This decision can have a significant impact, so I’ll lay out some key considerations I review with … Read more
Debbie buried her face in her hands. Through our two-way videoconference, I could clearly see her angst about my recommendation. At several other times in our consultation, she shook her head with a frown.
“I have never—NEVER—made money,” she said, … Read more
Lawrence Peter Berra, known to baseball fans and other admirers around the world simply as Yogi, passed away on September 22, 2015. He was 90 years young.
Although his baseball achievements are legendary, Yogi’s malapropisms are as much tied to … Read more