Lessons from Nepal

Good friends traveled to Nepal to hike the Annapurna Circuit and, while talking about their experience, I couldn’t help but see the similarities between trekking and, you guessed it, saving and investing. Their story: “Trekking in the Himalayas in Nepal is an...

Should have, could have…

the things we say when we realize we’ve made a poor decision. Daniel Gilbert, Harvard professor of psychology, told Shankar Vedantam of Hidden Brain that 15 years of research hasn’t uncovered a way to improve our decision-making skills. Why not? He cites three...

The Right Stuff

We’ve been celebrating the 50th anniversary of Apollo 11’s moon landing and one interview caught my attention. In 1988, Terry Gross of Fresh Air interviewed Brigadier General Chuck Yeager, the World War II fighter pilot who became the first pilot to break the sound...

SRI, ESG, ETC.

Socially responsible investing is a priority for individuals who are concerned about the sustainability and ethical impact of companies they invest in. The term “triple bottom line” suggests that in addition to financials, environmental and social factors should be...

True Story

My mantra is “if you can’t save, you can’t invest and if you can’t invest, you can’t build a secure future.” Lots of people I meet with either aren’t saving or aren’t saving enough and it’s usually because they don’t see how they can. At the same time, I speak with...