2018 and older

Following the announcement by the California Public Employees’ Pension Plan ( CALPERS) that they were no longer going to be investing in the investment vehicles known as hedge funds, much debate and press has surfaced about the viability of these…

What does your retirement home look like?  If you are wealthy enough you may have the resources that allow you to never leave your home as you age.  You will be able to adapt your home to your ever evolving…

The market is divided between bulls and bears and the pet world is divided between cat and dog lovers. I was raised a dog person but through marriage and two daughters I have been introduced and have become accepting of…

On a recent trip to Istanbul, I quickly learned that it is impossible to walk through the city without getting pitched.  The capital of Turkey is known as a historic yet progressive place for commerce and opportunities abound.  In the city…

Do you Über?  If you don’t know what Über is it may be because of your birth date, or at least I thought so.  New technology is often understandable to PhDs studying at Georgia Tech, or Cal Tech but when…

I was recently sitting in the office of a client and marveled at the beauty of the wood paneling that covered the walls. The delicate grain in the panels and the intricacy of the moldings created a feeling of a…

My last post to you in mid-June began a six-week break from writing and it seems fitting to catch up on what has happened over that period.  When I posted my last weekly review the Dow Jones stood at 16,775,…

This Weekly Commentary comes from England where we have just completed the sixth annual forum on “Money & Responsibility” at Clare College, Cambridge. Eighteen students from across America have gathered to immerse themselves in lectures covering such topics as It…

Last week I was a guest at a client’s weekly business coffee hour where popular consumer expert and radio show host Clark Howard addressed the audience about their retirement plan.  Besides his customary tidbits on personal finance Clark also offered…

A wave of grocery delivery services has hit cities across the US in the past few years, including Amazon Fresh, Deliveer, and Peapod among many others.  While the cost structures differ across companies, the underlying driver in this sector’s growth…