Occasionally I get the urge to write an article on a topic that interests me. If I think the ideas would be helpful to others in the business I will send it for publication. The links below are to those articles.

"Phantom Reality: The true value of Social Security and pension plan payments."

"A Simple Mix: Using an Excel template to determine the appropriate asset mix." (There are errors in the formuli shown. Send me an email and I'll send you a correct template or you can download the template at the "here" link.)