To Do List for Emergencies and End of Life

The most popular course I ever taught was called Finishing Well. I taught people how to get everything together so that their executor, or perhaps themselves as executor of a parent’s estate, would not find themselves in “executor hell.” The tasks also work well just preparing for emergencies like an accident or heart attack.

Probably no one other than someone that has been through it, knows how much time and work is involved in being the executor of an estate, especially if it is one of the vast majority that did not get things sufficiently organized beforehand. There are so many unclear things and the feeling that you have left something out is always there, especially when you consider that around $60 billion sits in unclaimed accounts in this country. Some time spent in cross-generational conversation and getting things organized is enormously helpful.

If you would like a copy of the to-do list, email me at and I’ll send it to you.

This entry was posted on Wednesday, March 8th, 2017 at 12:15 pm

Monday, August 8, 2011 1:42 PM – Correction on Fear Indicator (VIX)

In my last post I gave credit to spikes above 40 in the VIX, popularly known as the fear indicator or volatility index for accurately predicting 3 of the last 5 market bottoms almost to the very day. That is accurate.

On the other two occasions, 2001 and 2008 I said it missed because that was not the market bottom. While that is also true, in both cases that spike was followed immediately by 15-17% rallies. So actually, in the last 25 years the VIX has been a perfect indicator of significant rallies. The VIX is currently 38.9.

This entry was posted on Monday, August 8th, 2011 at 1:42 pm

Wednesday, July 27 2011 1:35 PM – Very Good High-Level Analysis

Mohammed El Arian may not be a household name but he is very highly thought of on Wall St. as an allocator of capital. He is pretty even-handed, neither a perma-bear nor perma-bull. This week’s Barron’s magazine has an excellent birds-eye view of world markets with him in a 2 page interview that I suggest reading if you have time. Copy this link into your browser address bar:

This entry was posted on Wednesday, July 27th, 2011 at 1:33 pm