06/17/2026
Sky-High IPO Pricing Isn’t Great for Real People When newly public companies have been valued as richly as SpaceX, OpenAI and Anthropic seem likely to be, the outlook for ordinary investors has been poor.
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I am a Certified Financial Planner™ with over 30 years of experience working with individuals, families and small business to help them organize all aspects of their financial affairs including: Retirement and Retirement Income Planning, Risk Management, Portfolio Management, Estate Planning, Tax Planning and Debt Management. We engage in meaningful conversations that lead to action.
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06/17/2026
Sky-High IPO Pricing Isn’t Great for Real People When newly public companies have been valued as richly as SpaceX, OpenAI and Anthropic seem likely to be, the outlook for ordinary investors has been poor.
06/16/2026
Americans Used to Jeer at Soccer. Now It’s More Popular Than Baseball As an avid “football” fan since the days when games weren’t broadcast in the U.S., Roger Bennett watched the sport’s slow rise to the mainstream. We’ve come a long way.
06/01/2026
Is the Bond Market Signaling Danger or Opportunity? Or Both? Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days.
05/31/2026
The Stock Market Has Never Been So Good When People Have Felt So Bad Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years.
05/30/2026
Your Brain Is Wired to See Threats Instead of Opportunities. Here’s Why — and How to Train It to Do the Opposite. Here's how the brain's attention filter turns your focus into your reality — and the search query rewrite that changes what you find.
05/26/2026
Stressed? Overscheduled? There’s More Time in the Day Than You Think Testing the productivity strategies in Laura Vanderkam’s Big Time, and learning to live a life of abundance.
05/25/2026
Five Questions to Help You Make Better Financial Decisions There is simple math behind figuring out how to juggle multiple important goals
05/24/2026
Geopolitical Fear Is Reshaping Investor Behavior. How to Avoid Overreacting. Tenets of behavioral finance can help soothe investors who are worried global events could derail their long-term financial plans.
05/23/2026
No One Cares About Your GPA, and More Career Advice for New Grads For all the anxiety about a tough job market, recent college grad unemployment is 5.6%—higher than average, but far from catastrophic. Here are five things new grads should know as they launch their careers.
05/22/2026
Retirees Expect Their Home to Be a Financial Safety Net. They Shouldn’t. Older homeowners often can’t afford to maintain their houses or don’t understand the value in updating them. And that can mean thousands lost when they sell.
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