My 85 year old father recently received a solicitation from AARP. For those that may not know about AARP, it stands for the American Association of Retired Persons. He […]
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September 1, 2015
AN ALTO MAR TALE: "THE MAXIMUM DRAW DOWN"
When I was in elementary school we would spend endless, countless, boring hours focusing on the three R’s: reading, writing and arithmetic. While most can commiserate with my experience […]
September 1, 2015
A LOST TALE: "LIVING IN THE PRESENT"
When I was a little boy I had a baseball glove that I loved. It was my favorite and my only. I would summarily dismiss the notion of […]
September 1, 2015
A TALE OF RECOVERY: "THE MATHEMATICS OF RECOVERY"
My daughter tells me that I need to write a tale that speaks about percentages. She says people don’t understand the way money grows and until they do, they […]
August 31, 2015
HOW DO I ALLOCATE MY MONEY ONCE I START SAVING? A TALE OF TWO TITANS
A question that always comes up, regardless of age, is how do I allocate my money once I start a savings program? The question soon morphs into how […]
August 26, 2015
A CYCLICAL TALE: "THE BIRD CYCLE"
Growing up on the outskirts of Baltimore I was destined to be a Baltimore Orioles baseball fan. The bird was ever present. Later when I attended Johns Hopkins […]
August 25, 2015
A COMPOUNDING TALE: "HOW DOES COMPOUNDING INTEREST AFFECT MY ROI?"
If people were limited to understanding just one mathematical concept about money right at the top of the list would be the concept of compound interest. It’s essential […]
August 18, 2015
A ONE STOCK TALE: "JUST ONE THING"
This tale is not one that I’m particularly proud to tell. It teaches us the power of one extraordinary stock in a portfolio. For those that have seen […]
August 14, 2015
A WEALTHY TALE: WHAT DOES IT MEAN TO BE WEALTHY?
For as long as I remember I’ve been fascinated with the concept of wealth. I would consider individual wealth and collective wealth. I would wonder about wealth across […]
August 14, 2015
A SECRET TALE: "JUST THE FACTS"
This tale is a tale about financial or investment moderation. Much of Greek philosophy centers on what they call the golden mean. We see the first glimpses of this golden […]
August 13, 2015
A BEGINNER’S TALE: "HOW DOES TIMING AFFECT MY RETIREMENT?"
We’ve all heard the phrase “timing is everything.” It is especially important when you reach the stage in your life where your portfolio or assets must provide a […]
August 13, 2015
A REQUIRED RATE TALE: "HOW MUCH STOCK SHOULD INVESTORS HOLD?"
I have spent a disproportionate amount of my life over the two decades looking at financial websites and articles written by trained journalists posing as trained financial experts. […]
