Monthly Archives: November 2011

In our almost 30 years of advising individuals and group retirement plans, we have never witnessed as large a disjunction between what people say they want and the choices they are willing to make to get there. We might want … Continue reading →

Our electronic newsletter, STAT, discusses “How We Think”  including our mental biases, blindspots and all and how that affects financial decision making. To view our newsletter archive, click here.

The investment world is full of hype aimed at encouraging investors to turn off their though process and react emotionally. A good rule of thumb is to beware of investment stories told with numerous adjectives. Words like sparkling; substantial; enormous;excellent … Continue reading →

We are not economists but it seems reasonable to pay attention to what is transpiring “across the pond” and how that might impact us here. What today may be only ripples along our shores will likely soon bring waves of … Continue reading →