Financially Speaking Blog

When Financial Plan Go Awry

June 26, 2015

A recent article in Financial Planning (June, 2015) pointed out that some advisors spend decades working with their client’s plan for retirement, only to see that plan fall apart.   It seems that the most often mentioned reasons were...

Auto enrollment

May 7, 2015

For many decades, companies provided pension plans for their employees’ retirement.  There were no papers to fill out to participate; you were automatically enrolled under the plans.  About forty years ago, profit sharing and 401(k)...

Beyond My Control or Lessons Learned

November 10, 2014

The month of October 2014 proves an insightful lesson for investors. Beginning the last 10 days of September, the S&P 500 stock index started to fall, and by the end of the first week of October the slide continued with intensity. By October 15th,...

Insanity

October 8, 2014

The often quoted definition of insanity is when we do something over and over again expecting different results.  A recent Wall St. Journal article pointed out the three mistakes that investors make over and over again.  After observing human...

The First Time...Ever

August 27, 2014

From the Wall Street Journal, August 27, 2014: The S&P 500 Index notched its first-ever close above 2000 on Tuesday. It took 16 years to gain 1000 points since breaking through 1000 for the first time in 1998. In February 1998, excitement...

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