Several weeks ago, the US stock market experienced some turbulence. In fact, in the span of just a few days, the Dow Jones Industrial Average saw a decline of 2,000 points give or take, or about 5%. I was at a party somewhere about that time, and someone who knows...
I was at a dinner party on Saturday night and during a conversation, another guest became aware that I work as a financial advisor. Upon hearing this information he asked, “What company do you work for?” This is a reasonable question since all manner of financial...
“Simplicity is the ultimate sophistication,” proclaimed an Apple Computer marketing brochure back in 1977. In the ensuing decades, Steve Jobs’ commitment to this ideal resulted in technology products that were as beautiful as they were easy use, and...
We have a client whose mother passed away at the beginning of the year. She was a beneficiary of her mother’s IRA, and we helped her move the inherited funds into a beneficiary IRA in her name. Because of her mother’s age, we asked if her mother took her full IRA...
In a 2009 essay that was very influential in business circles, Paul Graham of Y Combinator tried to figure out why workers at different levels of the same organization struggled to stay on the same meeting schedule. His conclusion was that you could break jobs down...
