Founder of DFA

5 Behavioral Biases and the Investment Implications

We have consistently written about the significant role people have on their own investment performance. I decided in this post to add a video to mix up the delivery, but not the message. The attached video is from our partner, Dimensional Fund Advisors (DFA), and as we are a strong advocate for investing by capturing exposure to […]

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Honeybee 117

Investing Like a Bee

There is one thing on this planet that I am not a fan of…..actually that is being kind.  I hate bees as I am highly allergic and after a life threatening trip to the hospital, I have endured monthly shots for the past seven years to insure that I can endure a future bee sting.  […]

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Finding Meaning in Retirement

Recently, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement. Here are a few ways folks can prepare for some of the non-financial aspects of retirement.   I have attached the 3 minute video. Click on the title below: Finding Meaning in […]

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Retirement Paradise

Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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Our purpose in life is to love people, not to change them

Finding Your Purpose in Life is Good for Your Health

It is sometimes difficult to think specifically about what your purpose in life is, but reminding yourself is good for your health. According to Victor Strecher, author of “On Purpose” and Professor at the University of Michigan’s School of Public Health, It is important to have a purpose, a direction, in life, and it’s particularly […]

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Times Square / dusk

Talking Money With Honey

In mid-September, AdviceIQ held a week long National Financial Advisor Week event in New York’s Times Square. Maureen and I were happy to sit on one of the many panels entitled “Talking Money with Honey”. This post was written by Larry Light who is an editor at AdviceIQ describing some of our panel interactions. AdviceIQ delivers quality personal finance articles by both […]

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Should individuals invest cash now?

A common question that we been receiving over the last several months from prospects is “Is it too late to invest in the stock market”?  There are a number of people who have maintained very large cash positions since the great recession that ended in early 2009.  These people have watched as the S&P 500 index has […]

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WAZE...an app that saves you time and maybe tickets!

WAZE…an app that saves you time and maybe tickets!

Before I discuss the benefits of the wonderful free app called Waze, I would like to make a disclaimer that I am a bit technologically challenged. I do not have many apps on my phone and find the concept to be a bit overwhelming. However, Waze is a wonderful tool to use when driving, especially […]

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Will Your Money Last As Long As You Do

Dan and I are happy to be contributing to a new magazine in Bergen County focusing on inspiring and informing members of the sixty-plus generation.  We will be writing our column on financial planning to help people focus on the things that matter to them and that they can control.  This issue we discuss how to […]

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Dimensional Fund Advisors:  Austin, TX Headquarters

The Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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