A Change in Format For as long as we can remember, we have been sending a paper market commentary by mail every quarter to our clients and friends. You probably wouldn’t have guessed it, but we have always felt a bit constrained by a 2 or 3 page paper commentary. How can we highlight what…
How 10% Can Save You 10 Years in Retirement It’s hard to get out of my head that “10 minutes could save you 15% on your car insurance” thanks to GEICO’s never-ending cavemen commercials. Along those same lines, did you know that 10 percent could save you 10 years in retirement? Michael Kitces, whom I…
“You can only wear one pair of pants at a time” – Chuck Feeny The New York Times has a great profile of Charles F. Feeny, an intentionally unknown name in the world of philanthropy who is living his motto of “Giving While Living”. What makes him so rare? For someone who has given away…
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