The Virtues of Transparency - June 2011
What exactly is transparency in the context of financial advising? We’ve all learned a lot in the last three years.  After some post-crisis and exhaustive due diligence, I’ve crafted a great mantra that I can live with – we need to know what we own and why we own it.  This goes for stocks, bonds, alternatives or any kind of investment in which we entrust our money.

INET in New Hampshire - April 2011
The ghost of systemic economic collapse in 2008 and 2009 loomed over the recent INET conference at Bretton Woods like the dirt crusted snow on the White Mountains.  The Institute for New Economic Thinking’s second official meeting at the site of the famous international gathering in 1944 addressed macroeconomic theories that might appear removed from the day-to-day reality experienced by those of us who work in the market’s trenches on behalf of our clients.

KIPPERS for the Holidays - December 2010
It’s one of the most astute slang terms I’ve heard in years and is an acronym: Kids Invading Parental Pockets Eroding Retirement Savings – namely adult children who are, or should be, financially independent in their working years, but still are tapping into the parental nest egg. “Boomerangers” is another term that describes those who have returned to live at home after college or after a job loss. It is an issue for countless families because they face the challenge of managing their own finances and planning their own financial future while coping with the added challenges provided by the outstretched hands of their adult children.

Self-Reliance Revisited - February 2010
In his essay on “Self-Reliance,” Ralph Waldo Emerson wrote something dear to the heart of all financial advisors: “The voyage of the best ship is a zigzag line of a hundred tacks. See the line from a sufficient distance, and it straightened itself to the average tendency.” As far as we know, Emerson didn’t give much financial advice but it’s worth noting that “Self Reliance” was composed in the midst of a lengthy and devastating economic depression that followed the burst of a massive speculative bubble in 1837.

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