Category Archives: News

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…

Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story

Posted on December 27, 2012

The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning. Read more…

4th Quarter Client Note

Posted on January 12, 2012

From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do. Read more…