A Mother's Day Tribute

It was Mother’s Day weekend 1986, and I had left the madness of the world of investing behind in New York City to spend time with my mother in Boston. “I want to buy a house on the ocean,” she said with an air of confidence the moment I walked into the house. It was as though she had already made up her mind. “Will you go in on it with me?”

Read More
Health Care – The Right Way

So often we hear of the travails of patients in the course of medical treatment—from bureaucracy to overbilling, from complications regarding insurance to the inability to get an appointment, and on and on. On what seems like far few occasions, there are good news tales of health care provided at the highest level of quality. With permission from my husband, John, I am relaying a story of skilled nursing and rehabilitation done to perfection.

Read More
The Stock Market “As Goes January, So Goes the Rest of the Year”

In my column on the stock market a year ago, I referenced the above long-quoted observation that I had come to know from my earliest days as a neophyte on Wall Street. That epigram, commonly called the “January Barometer,” refers to the year’s direction of the S&P500 stock index. The measure has been uncannily accurate, correctly forecasting nearly 90% of the time since 1950. It worked in spades last year, and with a strong stock market now behind us in January this year, one could anticipate that 2024 might well be another positive year for stock market returns.

Read More