Boomers are again ‘hitting the road’ in retirement

The Bakersfield Californian July 23, 2014 Summer vacations can give people itchy feet. That’s what happened to my clients, who I will call Pete and Carol. High school sweethearts, the couple enjoyed long, successful careers – Pete as a teacher; Carol as a registered nurse. They raised four kids, who now are grown and raising … Read more

Portfolio Newsletter 2Q 2014

This year has been a tale of two extremes. The U.S. stock market continues to shrug off any bad news as it marches toward new highs. At the same time, interest rates continue to fall despite renewed Fed tapering and the fact they will eventually increase interest rates. The Fed’s purpose in continuing to maintain … Read more