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An Open Letter to Generation X

Friends, Our parents are getting older and I personally find it a bit surreal to watch. Being in the field of retirement, I’m surrounded with reminders about the aging process — how it relates to money, well-being and its multi-generational impact. I decided to write this letter to encourage those of my generation to take steps now to ensure your parents can retire with dignity and that you too are prepared for what can sometimes feel like a role reversal
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Investors: Beware the Gambler’s Fallacy

When you look at the annual returns for the S&P 500 index for the past eight years as displayed in the table below, what do you think are the odds of the S&P 500 earning a positive return in 2017? Many would predict that the odds are against a positive return in 2017, simply because they think the bull market has lasted too long. Unfortunately, some investors will adjust their portfolios or move out of the market altogether because of
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Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank run on Northern Rock or 10 years since the collapse of Lehman Brothers), there will likely be
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