The markets have declined and so have many portfolios. A client called me and asked which of three options she should take: 1) stay put; 2) sell everything; 3) commit suicide. Fortunately, she meant the third option to be humorous. Here are the guidelines I suggest. 1) If your account statement shows a loss, it […]
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Perspective on Retirement
I’d like to share with you a perspective on retirement. Entering retirement is like entering you late teens – without the acne. What do the two time periods of our lives have in common? Uncertainty, vulnerability, changing identity. Uncertainty in the years to come When we are in our late teens there are big unknowns: […]