Tag Archives: forbes
Can My Lender Do That?
What new credit card legislation means to you. With an incredulous tone, and seemingly out of the blue, the workshop participant does not even bother to raise her hand. “Can they really do that?” These are not ordinary times, and Trisha, our workshop participant, is merely vocalizing what everyone else was thinking—that it should be [...]
Real World Economics
Divine economic insights through the anecdotes of cab drivers, corporate sponsors and restaurant employees. For the last 25 years, The Skins Game has been a popular TV attraction for golf fans and anyone else who wanted a sport other than football to enjoy for a few hours on Thanksgiving weekend. While there are plans to [...]
Too Much Advice!
Retail investors are experiencing information overload with lots of stock advice instead of focusing on their core investing strategies. What our client Jim wanted to know is “What’s your take on the market?” Jim had been watching from the sidelines for over a year now, with the majority of his long-term savings in a money [...]
Living with a 4% Return
Investors who expect less than half the S&P’s historic return had better save more. Since when does 4% seem like an outrageous rate of return? At a recent financial workshop we held about retirement readiness, everyone wanted to know, “Am I on track to retire, how far off am I and can I get back [...]
