For me, this is a sure sign that we’ve hit the dog days of summer: Your college-age part-time worker is blowing through every dollar of his paycheck, and you’re worn down from barking at him to sock a few bucks away. Checkbook counseling may be in order.
Archive for category Investing
None of the current regulatory regimes truly regulates financial planning.
NEW YORK — Many years ago I settled a malpractice suit with a doctor, and at one point the other side made an offer: rather than a lump-sum payment, why not buy me an annuity? My lawyer wasn’t too keen on the idea, and I wasn’t either when I worked out the internal rate of return. The number “0.56%” stands out in my memory
CHICAGO — Standard financial advice says you should squirrel away cash for emergency expenses.
People regularly ask me how to choose a financial adviser. After my stock answer of “choose me,” I begin by asking them why they want one. Financial advice means different things to different people.
COMMENTARY | Steve Forbes is an honest fiscal conservative who will likely never become president. A Time Magazine writer may have been cruel but also partly right in describing his campaign style as being like that of a “dork robot.” Forbes tried and failed in two prior GOP primary campaigns.
FSA chief executive Hector Sants says the regulator is keen to ensure the RDR does not prevent people from getting financial advice.
Workers with a small amount of savings don’t always feel comfortable getting investment advice.
Several websites cater to the financial interests of women, from asset allocation to retirement planning. Here is a sampling:
Editorial: A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice changes far too narrowly.


