Financially Speaking Podcast
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...Archives
- June 2021
- April 2021
- March 2021
- January 2021
- December 2020
- October 2020
- September 2020
- August 2020
- June 2020
- April 2020
- March 2020
- February 2020
- December 2019
- November 2019
- October 2019
- July 2019
- May 2019
- February 2019
- October 2018
- June 2018
- April 2018
- March 2018
- February 2018
- January 2018
- September 2016
- March 2016
- February 2016
- January 2016
- November 2015
- October 2015
- September 2015
- August 2015
- June 2015
- May 2015
- November 2014
- October 2014
- August 2014
- July 2014
- June 2014
- May 2014
- March 2014
- February 2014
- November 2013
- August 2013
- July 2013
- May 2013
- February 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- April 2011
- December -0001
