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May 29, 2013 in Economics, Investing
If human enterprise is the soul of our capital markets, then its body is made up of numbers. It’s no surprise, then, that there is a never-ending supply of charts, graphs and tables seeking to translate all that mind-numbing market-driven data into a meaningful story at an approachable glance. I was reminded of this by a recent Monevator blog posting: “Too Big to Scale: Long-term Stock Market Returns.” Monevator is a...

May 22, 2013 in IRA, Retirement Planning, Young Adult Series
BY GUEST AUTHOR: CHRISTOPHER J. ANNELLO, ASSOCIATE ADVISOR This article was inspired by Sheri’s niece, Jessica Iannetta, a newspaper and online journalism and political science major at Syracuse University, class of 2015. When I was in college, my dad gave me a “cool” gift – or so I thought at the time. Looking back on the gift now, it was the BEST gift. Before I tell you exactly what it was, I...

May 15, 2013 in Financial Life Planning, Mindful living, Retirement Planning
When surfing the web on your laptop, your browser has a “refresh” button, in case you want to ensure you’re seeing the most up-to-date version of whatever you’re viewing. When we were redesigning our website last year, I used that function a lot! I wish I could provide America with a refresh button, to revisit how we collectively view retirement. Too many investors are still conducting their financial planning in...