Yesterday, in a surprise move, the people of the UK voted to leave the European Union, and Prime Minister Cameron was more-or-less forced to resign. Markets around the world had been rising for the last few weeks, as it looked to most observers like the vote would go the other…
Stoicism has seen rather a lot of interest in the last few years — maybe it’s the fallout of a period of financial and social uncertainty, but I think the rise of events like “Stoic Week” tell us something about our desire to find meaning. At the same time, most…
If you’ve checked on the market news more than once in the last couple of months, you may have been a little confused. World stock markets tumbled one day, rallied strongly the next — and normally boring commentators excitedly offered conflicting explanations. Were markets worried that the Federal Reserve would…
It seems like at least once a year each of the main popular financial magazines and websites publish a list of “the seven things you need to know about your financial planner”, or “the ten questions you need to ask before you hire an investment advisor”. In light of the…
There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we’ll look at a…
The news is full of stories about Greece’s debt default, their “no” vote on an important referendum, and the chances of their exit from the European Union / “Eurozone”. The New Yorker has a pretty good example, with some significant commentary. Because this situation is unusual, neither the pundits nor…
There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we look at a…
The University of Oxford announced today that their endowment, the Oxford Funds, does not now and will not in the future hold direct investments in coal and tar-sands oil companies. This announcement, exciting as it is, still strikes some activists as insufficient, since it does not commit the Oxford Funds…
A couple of weeks ago, I posted about the reasons we have for short-term optimism — the reasons why we think that 2015 is likely to be a good year for the markets, and for social justice and environmental sustainability. But, naturally enough, talking about optimism for the short term…