• Should You Hire a Financial Manager? Human or Robot?

    There’s nothing like a raging pandemic to bring home the reality that your mortality is not just a theoretical possibility.  Not unlike the effect of knowing one will hang on the morrow, the current situation has motivated me to give some serious thought to what happens when I’m gone.  While I’m quite comfortable managing our finances, my wife’s ability to find an excuse whenever I try to sit down and go over things makes me realize that she doesn’t share my zest for this financial stuff.  So what would happen if I were no longer around to monitor our far-flung accounts, rebalance things periodically, and hunt for the best CD…

  • Cabin Fever? Curl Up with a Good Finance Book

    As the world hunkers down to weather the coronavirus, you find yourself in an alternate reality.  Just weeks ago, you were busy working, volunteering, seeing friends, traveling, going out to restaurants and shows.  Suddenly, you are confined to quarters, venturing out only for daily exercise and essential needs.  You have unaccustomed time on your hands.  You feel a certain sense of accomplishment from having binge-watched all twelve seasons of Red Dwarf, but what should you do next?  “You’ve …binge-watched all twelve seasons of Red Dwarf, but what should you do next?” Here’s an idea: why not read some of those personal finance and retirement planning books you’ve been meaning to…