Perhaps you have heard the story of Ronald Read. A lifelong resident of Brattleboro, Vermont, Read was a quiet man. He preferred flannel shirts and spent much of his career as an attendant at a local gas station. Yet, when he died in 2014, even his closest friends were surprised to learn that Read [...]
Looking back, looking forward
Earlier this week the president took to Twitter with his financial outlook for 2018: “All signs are that business is looking really good for next year...Stock Market is poised for another year of SUCCESS!” While a tenth straight year of stock market gains would be unprecedented, I don't think any [...]
Hammer time
I have to confess that I've never been a big fan of Victorian-era, long, plodding novels. However, Charles Dickens's David Copperfield, published in 1850, contains a piece of timeless wisdom that I'd like to share with you. The book's central character is named Wilkins Micawber. A man with a [...]
The downsizing decision
Are you considering downsizing? In this US News article, I share my thoughts on the topic: https://money.usnews.com/investing/investing-101/articles/2017-08-28/4-tips-for-investors-who-downsize [...]
Charlie’s story
Statistics are just statistics until you meet someone who is one of those statistics. And that's when you really understand an issue. Recently I met a fellow — I'll call him Charlie — who told me a heartbreaking story about his daughter and new son-in-law. I share their story because their [...]
