Our Views – Blog

Women & Retirement: Shattering the Glass Ceiling

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We have all heard of the “glass ceiling,” and in recent decades, society has made strides towards shattering it. While some might argue that the ceiling is still intact, there is no question that women are breaking through.   For the many women finding financial success, the next challenge is how to prolong that success [...]

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PBS Gives Thumbs Down to 401(k) Plans

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I was channel surfing last week when I heard something that stopped me in my tracks:   “The 401(k) is one of the only products that Americans buy that they don’t know the price of. It’s also one of the products that Americans buy that they don’t even know its quality. It’s one of the [...]

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What made Apple turn rotten?

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I often learn more from my clients than I do reading The Wall Street Journal, Barron’s or the Financial Times.   Recently a client told me, “I used to take lots of risks with my money in the market. I don’t want to do that anymore. I want to lock in my savings and go have some fun.” [...]

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