People who have been disciplined about saving for retirement are typically looking forward to the day when they can stop working (or at...

It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason:...

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents...

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even then, it may be...

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other...

Several years ago my sister, Gloria, sent me the following poem. I was born on March Fourth so this poem was significant to me not only...

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...

As we enter the “home stretch” in our look at the “ABC’s” of behavioral investing, it might be important to reflect, for a moment, on how...

In our last visit to the “ABCs” of behavioral investing, we looked at fear, greed, and the herd mentality and how they can work together...

This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect...

In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing...

In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human...

As many readers may already know, I was privileged to walk the Camino de Santiago, an ancient pilgrimage route in Spain, during the...

Legendary economist and investor Benjamin Graham (1894–1976) made a timeless observation, decades ago: “The investor’s chief problem—and...

With the expansion of the standard personal deduction and the related reduction in applicability of other itemized deductions from the...

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being....

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries...

Born October 1929 Preface: The profile below was written in 2012 while my father was alive. I have included an addendum at the end of...

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into...

January 6, 1936 - August 28, 2006 I. A Flourish of Color and a Sweet Song She was born like a flourish of color against the dismal grey...