The Talk You Didn’t Have with Your Parents Money is a difficult subject to talk about, but it’s especially difficult with our aging parents and relatives. Why is it hard? Privacy, independence, mortality, reversal of roles. It might reveal a lack of knowledge, or past mistakes. It might be an acknowledgement of diminishing capacities. And …Read More

Are You in Your Element? Can you answer these two questions: 1.  What do you love to do? 2.  What are you good at? Sir Ken Robinson, in his new book The Element: How Finding Your Passion Changes Everything, says answering these questions is one of the keys to a  joyful and engaged life.  If …Read More

The Perfect Summer Drink No one has a gin and tonic in the middle of February. It’s a special pleasure, reserved for a warm summer day, outside, overlooking the ocean or lake (at least in your imagination). It’s easy to make:  gin, tonic, lime.  No trendy, expensive ingredients, right? Yes, but.  In a recent New York …Read More

Waypoint Quoted A reporter for Fidelity.com called me last week to ask about changes in investment strategy as a result of the recent run-up in US stocks.  My comments appeared in the article on Fidelity’s web site today. His questions prompted me to write in more detail about that strong performance so far this year, …Read More