investments

A Commentary on the PBS Show The Retirement Gamble

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 toward defined contribution 401(k) type plans, and in particular the culture of the industry that

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1st Quarter 2013 Market Review

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 global overview, timeline of events, and the returns of asset classes in both US and

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1st Quarter Client Note

Reflecting relief from the New Year’s Eve (at least temporary) avoidance of the “fiscal cliff,” equity markets continued their strong recovery from the financial crisis of 2008. Economic activity in the US also continued to pick up, albeit at a slow pace. (On average, although fairly volatile from quarter-to-quarter, GDP continues to grow at about

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Summit Foundation Educational Workshop: “Saving the Family Cottage”

The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way.

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