Financially Speaking Blog

Retirement-How Much Money is Enough?

September 12, 2012

As you can imagine after being in business for 30 years, I have attended lots of industry conferences.  After a while, I yearned for sessions where I could learn something new.  Several years ago, I attended a track of sessions which focused...

Staying Balanced

September 26, 2012

A recent article in the Wall Street Journal addressed the issues of rebalancing a portfolio to its target asset allocation.  The relatively brief article was on point, but did not address the decision-making matrix required to properly execute...

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