portfolio management

Financial Literacy: Self-Perceptions vs Behavior

In July 2016, FINRA released the results of the most recent National Financial Capability Study, and the findings were not good. FINRA, the Financial Industry Regulatory Authority, regulates the financial-services industry.  

Monte Carlo? Or Sensitivity Analysis?

Retirees need to face the dilemma of having to project 20 or 30 or more years ahead. How does someone assess the future with all of its unknowns, including inflation, taxes, health, longevity and, of course, the uncertainty of the financial markets themselves? 

Bulls and Bears

If you have a long investment horizon and your goal is to accumulate wealth, moving out of the market in anticipation of a decline is not a good strategy. Why? Only hindsight can tell you whether you are making a good decision.

Is SHE Worth a Look?

Does gender matter in business? Institutional investors are starting to think so.

What is safe?

Before "Mary and Bob" retired, they were investing in stock-market mutual funds through their 401(k) plans at work and doing quite nicely. Then, when the financial crisis hit in 2008, they sold their stock funds. 

“We were scared,” explained Mary.  “We wanted our money to be safe.”

Upcoming Event (October 1, 2015) in Stamford, CT: "What's going on in the stock market and what you should do about it."

Current market volatility has to raise concerns and questions for anyone investing for retirement. I am giving a talk on the subject in a few weeks (Thursday Oct.1, 2015). Norwalk Community College President, David Levinson, will open the event.  Donations of $25 are suggested.  Proceeds will benefit the Norwalk Community College Foundation.   

How do you find a good actuary for a cash balance plan?


If you want to start a cash balance plan for your business, you'll need an actuary. 

Where do you find one?  I'm a fan of looking for experts by searching for content - that is, who is the expert who published articles on the subject?   Once you find some names, start calling to do some interviews.    

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