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The Five Stages of Retirement Planning Angst
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The Five Stages of Retirement Planning Angst

I love this article and put my own headline spin on it.  Fantastic. The New York Times By PAUL B. BROWN Published: February 9, 2013 I HAVEN’T a clue what kind of psychiatrist Elisabeth Kübler-Ross was. But I do know she was a terrific financial planner. Enlarge This Image Glynis Sweeny   Dr. Kübler-Ross, who died in 2004, is best known for identifying the five stages of grief that people […]

guys, toys and winning
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Guys, Toys and Winning

Have you ever noticed that women are always talking about men and their toys (the latest big screen TV, a motorcycle, gadgets, games,…) and wonder “why do guys love their toys so much?”  I never really thought about it until the other day when a woman asked me why men love their toys so much.  I started thinking about that and realized that I do love my toys.  I have […]

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JP Morgan, Facebook, and The Nudge That Never Happened

Investors are like voters- or more like how politicians hope voters are.  By the time the election rolls around, they hope that the voters forget what they promised and didn’t deliver, their scandals, conflicts of interest and gaffes.  The investment industry hopes for the same; that investors don’t remember getting burned, losing money, and losing trust. They hope for wishful thinking, selective memory and that nobody will ‘nudge’ the investor […]

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Facebook I.P.O. Raises Regulatory Concerns

By EVELYN M. RUSLI and MICHAEL J. DE LA MERCED Keith Bedford/ReutersFacebook stock, which slid again Tuesday, is now more than 18 percent below its offering price. 9:38 p.m. | Updated Just days before Facebook went public, some big investors grew nervous about the company’s prospects. After publicly warning about challenges in mobile advertising, Facebook executives held conference calls to update their banks’ analysts on the business. Analysts at Morgan […]

Why Widows Ditch Their Advisors
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Why Widows Ditch Their Advisors

Investment News By Lavonne Kuykendall May 9, 2012 4:14 pm ET Amy Florian, chief executive of bereavement counselor Corgenius Inc., knows why. “The adviser didn’t ask me about what I was going through,” she said of the first adviser she hired to manage life insurance proceeds shortly after she became a widow and single mother of an infant at 25. “I ended up switching to an adviser who treated me […]