Lifestyle

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Fair

A few months ago, we had a recent widow in our office. She is in her 80’s, and so was her husband who recently died. It was one of those marriages we see often with that generation, wh »»» read more

lifestyle - 1st Quarter 2011

It's About Choices

One of the more interesting parts of being in our business is that I often get to become an anthropologist, and study people and the decisions they make. While the discussions we have with c »»» read more

lifestyle - 3rd Quarter 2011 | Keywords: Investment Behavior

The Old Days

Remember back in the old days, when the whole family would gather around the television after dinner to watch the news? Coverage during the Vietnam War comes to mind. There were just a few s »»» read more

lifestyle - 1st Quarter 2010

Blueprint

“If I had all the money I ever needed, I would ______”. Seems simple, but what a powerful question. So tell me, what would you do? Spend more time with family? Volunteer? Travel? »»» read more

lifestyle - 1st Quarter 2009 | Keywords: Investment Behavior

Before “The Day After”

Elmer and Eva have lived a fairly traditional American life, especially for folks who were part of the WWII generation. They have been married for over sixty years. They live on the same str »»» read more

lifestyle - 4th Quarter 2008 | Keywords: Aging Issues
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