Last month, California’s largest public pensions system, CalPERS, lowered its forecast of expected annual investment returns to 6.5%. Prior to this decision, the expected annual return was 7.5%. This was a major decision affecting the future of our largest state pension system. Here are a couple more relevent facts regarding CalPERS: it currently has $291.4 […]
You’re Not Saving Enough Read More »
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Paying for College Seminar Read More »
I’m going to start this blog with a very short allegorical text written in prose. I feel it resonates perfectly with a client and advisor relationship, so please enjoy. I’m sure many of you have read it before and later I’ll explain why it appears here. If you know the story, and/or are pressed for
