Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland on his show, Your Money. They discussed a range of financial planning topics and Steve’s book Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The program was originally aired […]

This month’s headline is shameless plagiarism. When you read as much as I do, you get ideas from everywhere. In this case, it was a Fund Profile article in Barron’s on Rupal Bhansali, the portfolio manager for the Ariel International fund a couple of weeks ago. Bhansali successfully plays defense by first asking, before making […]