Cash Keepers
Saving is a fabulous habit to cultivate, but tantamount to that is strategically saving and putting a cap on keeping cash.
Note from the CIO: Our New Higher Quality and More Sustainable Bond Mix
One of the major objectives that the Investment Committee (IC) at Abacus had for 2018 was a review of the mix of bond investments used in our portfolios. The comprehensive review took more than the first half of the year…
We Married for the Money
Getting married at the right time can help to ensure a couple doesn’t miss out on any valuable marital perks.
Impact Investing: Using your Resources as an Expression of your Values
Let’s put all of our resources together to create an environmentally sustainable, socially just, and fulfilling human presence on this planet.
The Keys to Buying Your First Home
To all you skeptics and non-believers – it really is possible to own a home before age 30, even in California!
The New Face of Medicare
One thing to celebrate in the new year: significant improvements to Medicare.
The Indefinite Marital Separation
Seven years ago, my friend Tom came out as gay to his wife, Debra, so they separated.
Mind Your Margin
Some guidelines for responsible portfolio borrowing and protecting yourself in a bear market.
The Little Things that Matter
Three simple questions to address some of the quality of life issues that can be hard to visualize in our younger years.
Shifting My Scarcity Mentality
When you come from a background of scarcity, it can be challenging to realize that you have enough.