The First Question to Ask Everyone

by | Jul 10, 2015 | Articles

Suppose you truly want to connect with other people.  What’s your best strategy? Most of us start off with questions like: what do you do for a living?  And: where did you grow up?  We ask for facts and then try to extrapolate a living person around the data that we...

Life Satisfaction and Economic Growth

by | Jul 10, 2015 | Articles

You’re probably tired of hearing about the Greek debt crisis, but sometimes it helps to connect the abstract with the concrete—that is, the huge numbers involved with the actual lives of the people living in the country. The Greeks today live in a vacuum of...

The Value of Objective Planning

by | Jun 11, 2015 | Articles

  What is the value that people get when they work with an objective, client-focused financial planner? Most planning firms are reluctant to toot their own horns—partly out of modesty, and partly out of a conviction that you probably have better things to do than...

Debtors and Debts

by | Jun 11, 2015 | Articles

Argentina is a nation that may be as famous for being a deadbeat for international loans as it is for anything else.  It has had 3 major defaults in the last few decades.  Each time it has fought in the world court to cease making payments claiming it is too poor and...

2015 First Quarter Report: Stop Awaiting the Fed.

by | Apr 10, 2015 | Articles

The first quarter of the new year has brought us small positive returns in many of the U.S. and global indices, and more than the usual amount of anxiety along with them. The Wilshire 5000–the broadest measure of U.S. stocks and bonds—was up 1.61% for the first...

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