MADISON, Wis. — As he contemplates the few remaining years before retirement, Larry Halverson, managing director of equities for MEMBERS Capital Advisors, has created a forum on what changes could be in store.
With the blessing of MEMBERS Capital, Halverson said his weekly blog [http://memberscapital-thinking.blogspot.com/] would touch on retirement as it applies to him as well as clients. Set to retire within the next one to five years, the industry veteran should have much to offer given his 36 years of managing investments for institutions and individuals and his "more than 60 years as a 'time scout' doing life reconnaissance for the baby boom generation." Halverson currently leads the common stock analysis, portfolio management and trading team and is actively involved in all major facets of MCA's investment management business. "A topic I've found myself thinking about a lot lately is retirement–in general as it applies to our clients and specifically as it applies to me," Halverson wrote in his Jan. 2 entry. "I'm within a year or two [or three...?] of a career change that will probably be perceived by most as retirement. So, a few of us here in MEMBERS Capital Advisors thought it might be helpful to some of our representatives and clients if I were to share my thoughts on retirement as they accumulate over the next several months. And, we'd like to hear some of your thoughts on my thoughts. Hence, the blog format–today's equivalent of the open-ended coffee house conversations of my younger days."
Halverson said he would personally review all submissions to the blog.
"As one of this generation's lead dogs, whatever I saw as newly important or interesting or appealing at my age would soon become important, interesting or appealing to many of the millions of boomers who followed–as I ran on ahead to the next new thing," Halverson wrote. "I saw this happen in food [pre-prepared, then drive-through, then organic, then non-fattening], cars [muscled, then compact, then vans, then SUVs, then muscled again, but nicely appointed this time], music [Elvis, then the Beatles, then...a long dry spell that led to classical for some, country for others and both for many], as well as in the many other aspects of life in the USA."
Halverson said now, preparing for and living in retirement has become a "particularly important and interesting" consideration. –msamaad@cutimes.com
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