In May, legendary investor Warren Buffett announced he will retire as CEO of Berkshire Hathaway at the age of 95. Sixty years ago, Buffett took over Berkshire Hathaway, a struggling… Read More
Timeless Wisdom from Warren Buffett
Retirement
Client Question: Should I Be Using a Health Savings Account?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in… Read More
Disruptive Forces: Thriving in a World that Won’t Sit Still
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
Should I Keep my Money in my 401(k) or Roll it Over to an IRA?
After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel. Retirement is near, and there is no shortage of… Read More
Counterintuitive Money Advice: Investing Against the Grain
There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on… Read More
Money Scripts—Part 2: How to Manage the Script
Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More
Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend
When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More
Financial Quick Takes: Financial Goals, Your Tickets To Ride
We’ve commented before on the mechanics of accumulating and preserving your wealth by building a low-cost, globally diversified investment portfolio aimed at your personal goals and risk tolerances. Today, let’s… Read More
Protecting Women’s Wealth
Today, let’s turn our attention to women and their wealth. Based on available evidence, what are women’s most likely superpowers as they acquire and manage personal wealth? What vulnerabilities might… Read More
Unsung Money Mentors: Personal Financial Columnist Sylvia Porter
In a recent piece, Who Is “the Media?” we offered our broad take on “the media,” and how to identify islands of investment insights across the oceans of daily news. Next,… Read More
