As I’ve aged, my fondness for amusement parks has waned. I grew up in Illinois, and our park of choice was Six Flags outside of St. Louis. As my kids were
I was at a retreat recently with fellow planners, and one of the topics was, “Lessons Learned from the ’08 Meltdown: How Are You Preparing Your Portfolios and
Unfortunately, I got a song stuck in my head this week—Kenny Rogers’ “The Gambler.” As I had financial planning on my mind, I wondered if there was any sage
It’s been a while since I was in London and rode the Underground. Passengers are warned to “mind the gap” when boarding a train.
If you have never taken a
As investors continue to look for increased yield, I have noticed a lot more interest in closed-end funds. The concept of closed-end funds has been around since
This recent headline in Forbes caught my attention: “Price of College Increasing Almost 8 Times Faster Than Wages.” Other headlines focus on the student-debt
I am often asked my opinion on various financial strategies, and my favorite answer to just about any question is, “It depends.” One of the most frequent
Target-date funds can be wonderful investments if used correctly. However, many investors just pick a fund, or use the 401(k) default, and hope for the best
Investing with a purpose. Aligning your money with your values. Investing your conscience. Funding change.These concepts all fall under the larger umbrella of
A post-secondary degree is essential to earn a foothold in the workforce.
This is really hitting home for me this week. I have a soon to be Senior in College home for the summer and he is into the financial questions. I don't know if
One of the decisions we all need to make in retirement is how do we want to be cared for in our later ages when we may need some assistance. I think for most
