Motive, and Opportunity…

Yes, the market’s numbers have been higher and setting records, but why? Many companies have borrowed money at near zero interest rates and are buying back their own stock. This reduces the amount of profit paid out to shareholders, and with the company buying more (generally not caring what share prices are paid), the demand…… Continue reading Motive, and Opportunity…

Over 60% Polled Not Comfortable with Retirement Plans

The Problems: Many people of working age are not comfortable with how their financial plans for retirement are advancing.  A link to the article that spurred my own reflection on the topic appears at the end of the article.  What follows are comments from my own perspective gleaned from working with clients on such plans…… Continue reading Over 60% Polled Not Comfortable with Retirement Plans