About Reverse Mortgages

A reverse mortgage can be an appropriate tool for older homeowners who have significant wealth attached to the equity of their homes. Find out what’s changed with reverse mortgages and see if they’re right for you.

New Approaches to the 60/40 Strategy

If you’re following the old strategy of investing 60% of your assets in equities and 40% in bonds, you may be exposing yourself to more risk than you thought. It’s time to rethink old ideas, because you deserve more.

Surfing Tips for Investors

Investors surfing the current stock market wave can manage downside risk to avoid wiping out their retirement savings.

If I Had A Million Dollars, I’d . . .

I was outside the other night cooking supper on the grill, having a glass of wine and listening to the radio. On came that famous song from a couple of decades ago, “If I Had a Million Dollars . . .” You remember the one; it’s from the Barenaked Ladies and is about all of […]

Fleeing The Volatility Monster

My kids were flipping through the channels last weekend and came across some of their old favorite morning cartoons. They paused on the channel, laughing about how much they “used to” love watching them. (They are ages 11 through 15 but they acted like it had been decades ago.) In the cartoon, a monster dropped […]