Investment Lesson

What to make of Scott Galloway? He’s a successful businessman turned self-proclaimed academic “thought leader” / NYU Stern MBA professor. Outspoken on politics and anti-Trump, he famously encouraged people to exit the stock market when The Donald won the Presidency in 2016. He now admits that he paid a lot for the investment strategy – which he followed himself. Selling all of his stocks triggered … Continue reading Investment Lesson

Are You Likely To Run Out Of Money?

I was at a wonderful MegaCorp reunion a few nights ago and a few colleagues were celebrating their first year of retirement, or were planning to at the end of the year. A couple friends said that despite a lot of planning, they weren’t entirely confident that their financials were going to hold up to the next few decades of retirement life. Despite having financial … Continue reading Are You Likely To Run Out Of Money?

Retired? Get Happy

Many people worry that they will be bored or isolated in retirement. My experience has been the complete opposite. I have more time for friends & activities than I have ever had. Apparently, I am not the only one. I ran across a great survey of retired people in America from TransAmerica’s Center for Retirement Studies and it’s clear that almost every retired person surveyed … Continue reading Retired? Get Happy

Kickoff 2026

Today was our big Fantasy Football Draft Day—for the 37th year! It’s a little hard to believe we have been playing that long! When we started doing this, we were young guys keeping track of players with newspapers, box scores, pencils, and calculators. Today our league has an online auction draft, multi-year contracts, waiver wires, salary considerations, and no free-agent signings once the season starts. … Continue reading Kickoff 2026

Investing in Friendship Circles

Most of us spend years obsessing over investing, allocations, withdrawal rates, and our retirement timing — but we also need to think of relationships as their own line item in the retirement plan ledger. Throughout life, school, work and parenting quietly hand you a social life for free — you hang out with buddies after school, go to lunch with work colleagues, and catch your … Continue reading Investing in Friendship Circles