Investing

We encourage many of our clients to plan through their 100th birthday. Your financial plan needs to include a strategy for your long, healthy, productive life.

It certainly helps to have an advisor who tries to understand your situation. Better still, one who lives it.

So since “retirement” is almost certainly the wrong goal, what is the true target?

There are a ton of books on personal money management. But the best book on this topic is The Psychology of Money by Morgan Housel.

Yesterday’s portfolio risk could be today’s…