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Retirement Trends and Defining Your Retirement

Retirement Trends and Defining Your Retirement The Financialist • Issue 103 • October 2009 BY ALAN KOTAI CFP CIM CFA Retiring from active employment, a profession or business is a major inflection point in life. In many ways, ...

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Pre-Retirement Planning

Pre-Retirement Planning The Financialist • Issue 97 • April 2008 BY ALAN KOTAI CFP CIM CFA A person’s financial life cycle is comprised of three phases: Accumulation Phase, Retirement Phase and Estate Phase. Naturally, pre-re...

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Retirement: Are you prepared?

Retirement: Are you prepared? The Financialist • Issue 93 • April 2007 BY ALAN KOTAI  CFP CIM CFA Retirement is a major transition point in people’s lives. It is characterized by changes in daily activity, social contact ...

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Why Diversify?

Why Diversify? The Financialist • Issue 90 • July 2006 BY ALAN KOTAI Diversification is a relatively easy concept to understand.  However, putting it into practice is not as simple.  Human nature creates certain biase...

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Mortgage Financing

Mortgage Financing – How To Get The Best Deal The Financialist • Issue 85 • January 2005 BY ALAN KOTAI While it is important to make a wise home purchase, it is just as important to secure the appropriate type of mortgage at a ...

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Managing Volatility

Managing Volatility The Financialist • Issue 83 • June 2004 BY ALAN KOTAI Recent experience has reminded us that investing in the stock markets (either through individual stocks, stock indices, or other equity investments such ...

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