Investment

Living in Retirement: Managing Long-Term Wealth & Longevity

Overview Accumulating wealth during your working years is only half the battle. As you transition into retirement, your financial priorities and planning considerations often change significantly. Once retired, the focus…

Can I Afford To Retire?

“Can I afford to retire?” sounds like a question that should have a clean mathematical answer. Sometimes it does, but often it does not. The numbers matter. Your investment balances,…

A DOLLAR FOR YOUR THOUGHTS

In May of last year, I wrote a piece for this newsletter titled The Dollar Dilemma, in which I detailed how American investors were increasing their holdings of global assets and non-US…