Category Archives: Risk Management

A Commentary on the PBS Show The Retirement Gamble

Posted on May 8, 2013

PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans … Read more…

1st Quarter 2013 Market Review

Posted on April 25, 2013

Following up on my 1st Quarter Client Note, I am providing a more robust and detailed review of the world capital market performance, graciously provided by our friends at Dimensional Fund Advisors. Attached is their Quarterly Market Review. The report includes: a … Read more…

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

Posted on June 25, 2012

As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact. Read more…