Blog | MontereyPW

Apr 27, 2018

Several years ago, I read a fascinating paper by a couple of psychology professors, Ed Diener and Martin Seligman. Their...

Apr 20, 2018

Q: I’ve been working with the same stock broker for the past several years. My performance wasn’t very good last year...

Apr 13, 2018

Q : Several years ago, my mother purchased a variable universal life insurance policy to help defer estate taxes when...

Apr 6, 2018

Over the past two weeks we have looked at the expenses associated with 401k plans and the role of the trustees who...

Mar 30, 2018

In recent years, participants in 401k plans have begun to expect more from their plans and their plan trustees. Plan...

Mar 23, 2018

Have you ever wondered who is looking after your 401k plan? Who makes sure that your plan is set up properly and that it...

Mar 16, 2018

Ten years ago this week Bear Stearns collapsed, the first major meltdown of the 2008 financial crisis. Other financial...

Mar 9, 2018

Q: My financial advisor recently suggested that I invest in an index annuity. He says the annuity will give me the stock...

Mar 2, 2018

In 2002, the Royal Swedish Academy of Sciences awarded Daniel Kahneman the Nobel prize in economics. His choice was...

Feb 23, 2018

Q: I am changing jobs and I am thinking about rolling my 401k into an IRA. Some people say I should just roll it into my...

Feb 16, 2018

Q : Living in California, I worry about earthquakes. I was going to buy earthquake insurance, but my friends told me it...

Feb 9, 2018

Q: The recent drop in the stock market makes me very nervous. I read that it was caused by a spike in stock market...