My goal is sharing my experience as an investment manager, certified retirement coach, and fellow Baby Boomer to enable people to design the life they want and that matters to them in their next phase in life. We all want to live longer, but we also want to lead a life of meaning, joy, and fulfillment.
2017 came and went without nary a whimper. None of the big concerns at the end of the previous year happened or at least global capital markets did not seem to be disturbed by much of anything. Stocks went up in a straight line, bonds did ok, volatility was super low and at the end […]
Most people stumble into retirement — what they are usually faced with is a loss of identity and purpose. In a new book “Prescription for a Happy Retirement”, Dr. James Bash calls this the new PMS — Post Work Melancholy Syndrome. Whatever you call this state of mind, don’t let it happen to you. What a lot of people […]
