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Financial Planning Perspectives

Practical insights on retirement planning, tax strategies, and wealth management — written for the decisions you face today.

  • Full steam ahead.

    Full steam ahead.

    In 1830 the United States had almost no railroad to speak of — a few dozen miles of track, more…

  • Same Debt Problem, Different Flags: The U.S. and France

    Same Debt Problem, Different Flags: The U.S. and France

    In about eight months, French citizens will head to the polls to elect their next president.  The French system is…

  • The Bank of Japan Is Sitting on Its Hands

    The Bank of Japan Is Sitting on Its Hands

    For three decades, the Bank of Japan has been the quiet pioneer of unconventional monetary policy. It was one of…

  • Follow the Capital

    Follow the Capital

    As I sat down to write this month’s publication, I felt it was necessary to address the latest developments around…

  • Navia Aut Caput: Heads Inflation, Tails Inflation

    Navia Aut Caput: Heads Inflation, Tails Inflation

    There have been moments in history when the flip of a coin changed everything. In 1969, the Chicago Bears lost…

  • Energy Shock Part 2: The Sword of Damocles

    Energy Shock Part 2: The Sword of Damocles

    According to the Greek parable told by Cicero, Damocles was a flattering courtier in the court of Dionysius II of…

  • Energy Shock

    Energy Shock

    Consider the scale of the disruption: The human and economic toll is already visible worldwide: petrol and diesel rationing in…

  • The Game of Risk

    The Game of Risk

    The game of Risk is that classic strategic board game from the 1980s that ate up hours of my childhood…

  • The Ripple Effect

    The Ripple Effect

    Recent headlines about Venezuela, Iran and Greenland have dominated the media, but an important shift is taking place on the…

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