Monthly Archives: May, 2026
“What Do YOU Think?”
“What do YOU think?” asked my client in an email regarding the recent op-ed by Robert Pozen in The Wall Street Journal titled, “You’re...
Be Invested, Stay Invested
This morning, you read Your Survival Guy's personal view of a 60-40 stock-bond portfolio approach, while Robert C. Pozen explains in The Wall Street...
The “Free Lunch” Food Pyramid
You read in my piece “What Do YOU think?” that former President of Fidelity Investments, Robert C. Pozen, believes that the optimal portfolio balance is...
Memorial Day Remembrance
“We do not know one promise these men made, one pledge they gave, one word they spoke; but we do know they summed up...
It’s Never Too Early to Think About Your Estate
Your Survival Guy had a nice conversation with a long-time client, along with his son and daughter, yesterday in two separate calls. It was...