Money 101

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...

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...

“How Did We Afford It?”

Your Survival Guy had the pleasure of playing in a member/guest golf outing recently. In between shots, my host and I were talking about...

The Ugly Trend in Housing Affordability

You read in my piece this morning that sometimes I look back and ask, "How did we afford it?" By "it," of course, I...

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