We have a number of things to share with you today, but the inspiration for sending this particular Live Big Digest comes from an article just sent to us by a client. The article, “World power swings back to America,” was written by Ambrose Evan-Pritchard,…
We just wanted to check in and remind you that a recording of our recent webinar, “Economic Vomitility and Financial Planning as Dramamine” is now available on the website . You can access both a Windows Media recording and a copy of the presentation in pdf…
I’m sure it doesn’t surprise you that I’m writing again to chat about the chaotic world in which we live, but before I get to that, I wanted to remind you that recorded version of our webinar “Economic Vomitility and Financial Planning as Dramamine” is…
As part of the Financial Planning Association’s (FPA) long-standing relationship with The Wall Street Journal, they teamed up again to produce a special section, “Private Wealth Management.” The section appeared in the September 16 issue of The Wall Street Journal, in conjunction with FPA Experience 2011, and…
In case you missed our live webinar presentation on September 21 — “Economic Vomitility and Financial Planning Dramamine” — it is now available on our website, so you can now watch the presentation whenever it’s convenient for you. One of the points that we made…
As the 10-year anniversary of the September 11 terrorist attacks draws near, we find our world as messy as ever. Ongoing strife in Afghanistan, crushing reprisals in Syria, regime change in Egypt and Libya, sovereign debt crises in Europe, and a faltering economic recovery in the U.S.,…
If wild market gyrations have been leaving you feeling a little queasy, please take a moment to register for our upcoming presentation. In this webinar, we’ll explore the underlying causes of the recent increase in financial market volatility (or vomitility, as a friend of ours…
On October 21 of last year, at 10:20am Pacific Time, millions of people participated in the Great California ShakeOut (www.shakeout.org), practicing the essential earthquake survival skills of “drop, cover, and hold on.” Researchers long ago established that those who practice an emergency response are more…
We thought we’d take a break from the scary market action of the past week and talk about EMT. And no, that doesn’t stand for Emergency Medical Technician, notwithstanding any heart palpitations you may be feeling. The EMT we’re going to discuss stands for Error Management…
We just wanted to touch base with a brief note on the S&P downgrade of US long-term debt and the ongoing volatility in the stock market. To begin with, we believe that the actual downgrade was a bit of grandstanding by a company desperately trying…