Sensible Financial was recently named one of the 2017 Top Ten Best Financial Advisors in San Diego by AdvisoryHQ News. AdvisoryHQ News has over five million readers and provides extensive research, reviews, and rankings on financial firms and products for consumers across the U.S., the U.K., Canada and Australia. Their reviews and rankings are independently researched [Learn more…]
On February 2nd, I had dinner with former Fed Chair Ben Bernanke. I hasten to add, lest I give you the wrong impression, that the occasion was the CFA Society Boston Market Dinner, and there were approximately 1,100 guests in all. Bernanke’s remarks highlighted the event, followed by Society President George Hoguet’s extended Question and [Learn more…]
Welcome WGBH Listeners! Did you hear us on WGBH, one of Boston’s public radio stations? Sensible Financial is proud to support public radio – a great source of news and information. Listen for our underwriting announcements this week. They will air during Morning Edition, Boston Public Radio, afternoon drive and over the weekend. You can also [Learn more…]
I recently had the privilege of attending the 2014 Retirement Research Consortium (RRC) Meeting on August 7-8, 2014 at the National Press Club in Washington, DC. I also had the honor of addressing the meeting as the luncheon speaker on Thursday the 7th. You can see the slides from my speech here, and view the [Learn more…]
William Bernstein is a well-respected and highly opinionated financial advisor and author (The Four Pillars of Investing and The Intelligent Asset Allocator, to name just two of his books). Now he has written If You Can, a (very) short book (pamphlet, really) to help Millennials save and invest for retirement. Bernstein packs a lot of [Learn more…]
In a recent Wall Street Journal “Game Plan,” Rick Miller provided advice for a single mother. You can read about it here.
Industry leading magazine names company as number five in fastest growing firms with assets under $100 million CAMBRIDGE, MA (July 28, 2006) –Sensible Financial® Planning and Management is ranked fifth in the July 2006 issue of Financial Advisor magazine among the fastest growing registered independent advisory (RIA) firms in the under $100 million dollars in assets [Learn more…]