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Wednesday, June 20, 2018

My dad died when I was 6. He was only 39. He never saw his youngest daughter. She was born a month later. My wife’s dad died when she was 22. He died one day before his 61st birthday. Our mothers didn’t expect to be widows....

 

Wednesday, June 13, 2018

Harry, a new neighbor, recently told me his approach with his 401(k) plan at work: “I just set it and forget it.” Given the market volatility we’ve experienced this year, Harry’s approach is a big deterrent to...

 

Tuesday, June 5, 2018

Schools typically don’t teach kids about money. That’s unfortunate because adults are expected to “make complex financial decisions by themselves,” states William Poundstone in his latest book, Head in the...

 

Wednesday, May 30, 2018

My wife fell in love with the Pittsburgh Pirates and baseball when her family moved to the area from Michigan in 1960. That’s the year the Pirates won the World Series. She is fascinated by all the stats associated with the...

 

Thursday, May 24, 2018

My wife fell in love with the Pittsburgh Pirates and baseball when her family moved to the area from Michigan in 1960. That’s the year the Pirates won the World Series. She is fascinated by all the stats associated with the...

 

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Saturday, May 12, 2018

My brother-in-law recently retired three months past his 69th birthday. For the past few years before retirement, he worked what seemed like 24/7 for a major health care system. His employer was installing electronic medical records...

 

Tuesday, December 27, 2016

James Bowen, chief executive officer, First Trust, a Chicago-based firm that has provided investment products and advisory services since 1991, stood in front of 130 financial advisors recently with a look of disbelief. “No jobs...

 

Friday, December 2, 2016

This is the season for music, carols, and plenty of ads telling us to “buy,” “spend,” and “shop.” If you want to become financially successful, you must avoid usurious (there is a word to earn you...

 

Tuesday, November 22, 2016

We went to a Painting with a Twist party recently. As I reflect back on the evening, I’m struck by the similarities with investing. In case you don’t have any locations near you and are not familiar with this business, here...

 

Thursday, October 27, 2016

Did you hear the news about the life-saving treatment developed in Bryan, Texas? Did you hear the news about the new $39 million high tech center in Pittsburgh? Did you hear the news about the energy-changing development on Dec. 31,...

 

Wednesday, October 19, 2016

The market signals what will follow. It is helpful if you know how to “read the tea leaves.” Here are some key market signs. On trading days, the opening, ongoing, and closing numbers for three indices are regularly...

 

Wednesday, October 5, 2016

Next year could prove to be “even riskier” for investors, notes Stuart J. Sweet, president, Capitol Analysts Network, speaking at a recent luncheon in Pittsburgh. Sweet has more than 35 years of continuous Washington...