ERISA at 50: Reflecting on the Evolution of Retirement
Retirement security enhanced by ERISA and subsequent legislation, yet challenges remain.
Notes on the Economy – Q3 2024 Summary
A soft landing for the economy appears more likely, but it is too early to celebrate. A lot of recent data are sobering.
Financial Planning for Couples Marrying Later in Life
Protect the life and wealth you have already accumulated.
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
Request this 4-page report to understand stock options and how to exercise stock options with confidence.
The Gray Divorce Revolution: How to Keep Your Golden Years Golden
Disentangling complex finances later in life can severely impact past planning and future wealth.
Navigating the Complex Terrain of a High-Net-Worth Divorce
Thriving through the divorce process requires making potentially life-altering decisions.
Notes on the Economy – Q4 2023 Summary
Financial market participants now seem to believe inflation will be successfully suppressed without a recession. Well, maybe.
Notes on the Economy – Q3 2023 Summary
Economic growth is robust, the unemployment rate is at a 54-year low, the stock market is up over 15% year-to-date! What could possibly go wrong?
Notes on the Economy – Q2 2023 Summary
It would not take much to push the economy into a downturn serious enough to warrant a recession label.
Families Can Reverse the Generational Money Curse
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.