Blog2019-07-25T09:30:30-05:00

The Astute Angle

A fresh and simplified perspective on personal finance topics

Finding Happy…where we least expect

Happiness…isn’t there enough written on the topic? Do we really need one more article on the search for happiness, much less one from a financial planning firm? Indeed, Google identifies more than 300 million results [...]

By |October 24, 2019|

Recessions. Markets. Risk.

Investment offices teem with daily data releases and economic news bites. Afternoon market round-ups attribute the day’s movements to whatever data points best fit the narrative of the day or week. Investors crave the narrative, [...]

By |October 1, 2019|

Financial Healing

A few weeks ago, my family sat in an office speaking with a doctor whose team had saved my son's life a few months earlier. Since the rescue surgery last summer, Jacob (13) has had [...]

By |July 18, 2019|

Blame Harry

The following post is an edited and abbreviated version of the quarterly investment commentary that we recently sent to RPG clients. A Jewish boy from Chicago is to blame.  Harry Markowitz – a name that [...]

By |July 17, 2019|

When Roth is Wrong — Follow-Up Q&A

Following the When Roth is Wrong post, readers responded with various questions and, sometimes, with a different form of the same question.  I address several of those questions below since they're good questions and may [...]

By |June 27, 2019|