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Financial Planning

How Big is Your Envelope?

Before I begin this morning, here’s an interesting chart I received yesterday from JPMorgan looking at inflation since the last time the World Cup was held here in 1994. Not much commentary but look at the red bars compared to the blue… wages averaged higher than the CPI, but both were exceeded by…

Longevity Risk

I don’t know about you but the list of things I understand and can control seems to be getting shorter and more pronounced. One thing I know, from the details to the nuanced big picture, is financial planning.    Perhaps ironically, financial planning (and investment management) is…