Monthly Archives: May 2018

The U.S. Debt Ceiling and Investment ‘Safety’

Questions arise regarding U.S. Treasury bonds, something called the “Debt Ceiling,” and whether the United States will default on its debt. We’ll discuss Treasuries, the Debt Ceiling, default and the broader implications for thinking about and managing risk in our own investments and lives.

The Tale of Jozef Gozanski and Investment Advice for Current Times

Since the election, some clients have expressed uncertainly or fear regarding the direction of the president and his administration. After sharing their feelings, clients tell me they’re worried something bad might happen and ask whether I understand. Yes. And yet I recognize it’s vital for both advisors and clients to separate emotions and political beliefs from financial decisions.