Treasury building

U.S. Treasuries: Higher Yields Without the Risk


It’s a concern I always hear from clients, “I want to get the most out of my investment account, but am too risk averse.” Fear of losing money in your retirement account is valid, however, it can also paralyze people… Continue reading


Decades Old Debate Put to Rest: Active vs. Passive Investing


I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I… Continue reading

hidden fees

Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise


A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule,… Continue reading


The Best Father’s Day Gift Ever


I recently received an unexpected early Father’s Day gift from my older daughter when she returned home for a long weekend visit with Mom & Dad. Since graduating from college Alyssa has been living in the Chicago area, where she… Continue reading

reduce financial anxiety

Reduce Financial Anxiety And Live A Life of Purpose


Do you know how long you will live? Do you have enough money to make it? What does it take to reduce financial anxiety over retirement, once and for all? Sorry to be so blunt. Those are indeed scary questions.… Continue reading

401k retirement

Why Vanguard Dropped the S&P 500 From Its Own 401k Retirement Plans


Vanguard, the company that built its brand on owning the whole stock market, has decided to dump the S&P 500 from its own 401k retirement plans. Shocking, right? But not really. See, they’ve decided to replace it with the Vanguard… Continue reading

ivy league investing

Wealth Management Secrets That Beat the Ivy League


It turns out that the wealth management secrets of the Ivy League aren’t what they’re cracked up to be. Bill Abt, a former beer company executive, got 6.2% returns on a portfolio he manages for Carthage College in Kenosha, Wis.… Continue reading

investment steps

4 Concrete Steps For Real Investment Peace of Mind


It was Dr. Martin Luther King who said “the arc of the moral universe is long, but it bends toward justice.” Weighty words indeed, but they feel apropos of the back-and-forth we see in Washington over a rule meant to… Continue reading

stock market rollercoaster

So It’s Your First Market Hiccup. What Should You Do Now?


How to deal with Stock Market ups & downs Today’s special column by New York Times personal finance journalist Ron Lieber provides some helpful and comforting advice for how best to deal with the recent stock market gyrations. You may… Continue reading


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