Planning matters

Hungry for an Economics Lesson?

True confession: I almost failed economics in college. If all the concepts taught were around food items, like the Big Mac Index, perhaps I would have been more successful. Talk about a fun way to break down a complex topic like exchange rates. Today’s blog post takes a look…

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The U.S. Debt Bubble in Five Charts

– Post-2008 interest rate compression engineered by global central banks have resulted in a massive accumulation of debt by both sovereign and corporate issuers.
– U.S. corporate (non-financial) bonds outstanding have grown by 63% to over $6.3 trillion just since 2011.
– U.S. government debt outstanding has ballooned by 148% to over $15.8 trillion since 2008.

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Are you ready for your raise at 70½?

At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?

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Competing For Jobs May Have Just Gotten Harder

Immigrants are relatively better educated when coming to America and the share of those with college degrees has nearly doubled over the last 20 years, further complicating the employment picture…

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Non-Fiction

With the dog days of summer now upon us, I’d like to share my preferences and highlight a number of business and/or investment-related publications that consistently provide unique and thoughtful insights into the world of business and global investing.

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