It just occurred to me the other day that I hadn’t taken a single day off from work this summer – and the summer is practically over! June and July were a blur, August lasted approximately twenty minutes. And between my firm, my clients, my site, my show, promoting the new book and building out a…

WSJ: The S&P 500 index notched its first-ever close above 2000 on Tuesday, a new milestone in the stock market’s march higher. Tuesday’s finish was the 30th record close this year for the index, which has gained 8.2% in 2014 through the end of trade on Tuesday. The Dow industrials hit a fresh intraday record…

The hardest part about what we in the advice business do is managing investor expectations and behavior. The other stuff may be more interesting or get lots of attention – but it’s largely secondary. My friend James Osborne did an important post about asset allocation last summer that got me thinking more about this topic…

The S&P 500 has more than tripled from its 666 low of March 2009 and has now crossed the 2000 price level for the first time in history. The public will be largely unaware of this milestone, one in a series during the course of the current bull market that have eluded the notice of…