Tag

longevity
Marty Allen once wrote, “A study of economics reveals that the best time to buy anything is last year.” I feel that this is the story of how most people feel about investing. So often I find people retroactively kicking themselves for not buying internet stocks (and selling them before they tanked) or real estate...
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I love to talk about longevity. I think it’s very fascinating to think about and crucial for me to help people plan for. For ages. humans have scrambled to avert their own mortality. Whether it was the Fountain of Youth or the Holy Grail people have sacrificed their lives to extend them. If you asked...
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I see financial advising as a mix of many skills. Sometimes it’s that of investor psychologist, but in the nuts and bolts of it I’m a risk manager. A topic I give a lot of thought is, “How long will my clients live?” My biggest goal for my clients is that they never run out...
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