Financial Planning

Welcome Back to “The Old Normal”

What’s the most overused phrase in the English language? Here’s a vote for “the new normal.”  (“At the end of the day” runs a close second.) Pundits talk endlessly about “the new normal” in healthcare, politics, foreign relations, sexuality, the climate, the workplace—you name it. One exception is the financial world where I’m seeing a …

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Why Listening to Your Heart is a Bad Idea

“Honey!” the mother pleads, looking into her adult daughter’s eyes. “I just want you to be happy. Listen to your heart!”  This line (or one like it) shows up in every sappy Hallmark movie I watch with my wife.  I can’t imagine worse advice to give someone—whether in the area of romance, parenting, career advancement, …

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Two “Dudes” Work Out an Investment Plan

“You’re saying I should invest NOW?” Jordan almost choked as he thrust the heavy weights over his head.  He and his buddy Patrick regularly solved all the world’s problems during their noon workouts. On this day, the conversation had turned to personal finance. “Dude, the stock market is HORRIBLE!” Jordan said emphatically as he set …

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