Rethinking retirement portfolio design (North Bay Business Journal)

Retirement planning is complex enough without burdening ourselves with the macro-economic and political negativity that surrounds us.

Retirement planning is complex enough without burdening ourselves with the macro-economic and political negativity that surrounds us.

Rethinking retirement portfolio design (The Santa Rosa Press Democrat)

Retirement planning is complex enough without burdening ourselves with the macro-economic and political negativity that surrounds us.

Retirement planning is complex enough without burdening ourselves with the macro-economic and political negativity that surrounds us. When financial advisers accompany their clients in openly capitulating to the external stresses so dominant in the media, we know that a better vision of the future is desperately needed.