No matter how you feel about an impending recession and other issues, you may be thinking twice about your investments. Should you try to shift your portfolio to higher ground, until the coast seems clear? Might these stressful times justify a measure of market-timing?

If you’re a high-achieving professional thinking of retirement, you’ve probably spent the last several decades diligently stashing away dollars for the day you finally get to exchange your briefcase for a beach towel. But how retirement-ready are you, really?

Most people want to maintain their current standard of living after they retire. That’s why they are saving and investing; to support their future spending. This video shows how focusing on how much wealth to accumulate, you should think about how much income your portfolio can support.

The one question on every investor’s mind is “How am I doing so far?” To arrive at relatively reliable answers, we have Monte Carlo Analysis. We employ this serious software to calculate the odds that any given financial plan will play out as hoped for.

Nobody is immune from cyberthief scams and identity theft slams. For attorneys, the threat is even greater. You could probably add an actual target to your back and be no more appealing than you already are to identity thieves.

A recent Lunch & Learn presented Larry Swedroe's Five Horsemen of the Retirement Apocalypse so that high-achieving professionals can be educated on the challenges and learn of anecdotes available to alleviate or mitigate them.