Articles

Iraq is one of the world’s largest oil producers, so when the ISIS militants rolled in from Syria and took over Iraq’s largest oil refinery, global oil traders and gas companies braced for a sharp spike in prices…

In the June 30th – July 6th Bloomberg Business Week article, “How to Go After White-Collar Crime,” the editors of Bloomberg lament the fact that in the 90 years since the Great Depression, the 2008 financial crisis is the only scandal where no corporate executors were prosecuted…

According to a recent study by Fidelity Investment, people in retirement with poor health need to replace approximately 96% of their pre-retirement income while healthy people only need to replace 77%…

As Father’s Day passes, a new survey from the online account aggregation firm Yodlee.com and Harris Interactive tells us that the financial relationship between fathers (and parents) can be very different for their sons vs. their daughters…

Researchers at Oxford University have recently released a report (“The Future of Employment: How Susceptible Are Jobs to Computerisation”) which ranked 702 occupations based on their vulnerability to being replaced by increasingly powerful, increasingly inexpensive computer technology…

So far this year, the investment markets have held up pretty well, which doesn’t always happen after a year of big returns like we experienced in 2013…

One area where many professional advisors disagree with academics is whether stock investments tend to become less risky as you go out in time…

The Three Pillars of Financial Planning for Clients
There are really three things everyone needs to keep in mind when thinking about their own financial planning…

How much are you going to spend in retirement? Although “so called experts” came up with a rule of thumb that retirees spend 85% as much as working people. There never was much proof behind those numbers…

The April 26th, 2014 issue of the Economist describes some of the demographic changes occurring both in the US and the World at large. The world population over the next 20 years for those 65 and older is expected to almost double from 600 million to 1.1 billion…

In life there are three things that are important concerning wealth accumulation, spending, earning and expectations. This blog has to do with spending. Most people assume that very few things are negotiable but these items are always worth trying to negotiate…

Tax day has arrived and passed us in the U.S., along with the usual complaints about the complexity and financial burden that federal, state and payroll (FICA and Medicare) taxes impose on our lives…