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Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”
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Past Articles

Retirement: The matter of saying when
I have given notice. I told my boss when I intend to retire.

Social Security benefits not going away
There are bad reasons for taking Social Security early. Among them: Scary headlines.
Lower inflation, lower Social Security raise
The Social Security Administration says beneficiaries will get a raise of 3.2% beginning in January. […]
Do you need to worry about retirement?
By Joel Dresang Overconfidence can be hazardous to investors. Research economists at Boston College have found that nearly half of all households are at risk of not affording their retirement. But only about one third acknowledge it. Most at risk: High earners. […]
It pays to volunteer in retirement
By Joel Dresang After we’re no longer working for our money — when we rely on our money to work for us – volunteering is a healthy way to capitalize on the time we have left. We can extend our years and accentuate our days. Volunteering is one way to both sustain our health and make our retirement more purposeful. […]
Moving the goal posts to full retirement
By Joel Dresang The trickier question raised by governments extending the retirement age is the non-financial quandary of when should we call it quits and begin the next phase of our lives? Semantically, it’s the difference between when can we retire and when should we. […]