By Steve Wachs CFP®                    “We have long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, Charlie (Munger) and I continue to believe that [...]

By Steve Wachs,  CFP® “Worry is paying interest on a debt you don’t owe.” – Mark Twain Climbing a wall of worry is defined as a market uptrend that occurs when there is significant [...]

The last article in the series “Three Questions That Can Predict Future Quality of Life” as we age written by Joseph Coughlin, PhD is below. It addresses the subject of maintaining a strong [...]

Second, in the series of “Three Questions That Can Predict Future Quality of Life” as we age, written by Joseph Coughlin, PhD is below.  Roger met Dr. Coughlin about five years ago after his [...]

By Steve Wachs, CFP ® “Everybody has a plan until they get punched in the mouth” – Mike Tyson As financial planners, we believe it is extremely important to have a plan. For [...]

I met Joseph Coughlin, PhD about five years ago after his presentation at a financial planning conference. Joe is the Director of the Massachusetts Institute of Technology AgeLab, book author, [...]

By Steve Wachs, CFP®   “Life is like a roller coaster. Sometimes you close your eyes and hold on in sheer terror, other times you just have to raise your hands up in the air and enjoy the [...]

by Roger Shake, CFP®, RLP®, CeFT®                           March 2019 The new year brings with it changes to how much retirees will receive from Social Security and how much more some [...]

By Matt Quinn, CFA®                                                February 2019 As many of you know, Roger loves sharing books.  He recently encouraged the team at Legacy Consulting Group to [...]

By Steve Wachs, CFP®   “It’s a short trip from the penthouse to the outhouse.” This quote appeared in last year’s Perspective when we asked the question “are we in for an outhouse season in [...]