The retail brokerage industry began in New York City in 1792 with the signing of the Buttonwood Agreement. It established the organization now known as the New
In my much younger days, I never planned to get married and certainly didn't plan to have children. The last thing I thought I would do was to stay home with
We’re all familiar with today’s title but when I tried to track down its actual roots, I became confused. According to multiple websites, it relates to a farmer
My brother was visiting from China, and we got into a discussion of the stock market and the impact of high-frequency trading, or HFT.
Oh, the things we
Kenny Rogers made Don Schlitz’ song The Gambler famous back in the late 1970’s. If you recall the lyrics, the old gambler tells the young one that you have to
I remember picking my oldest son up from school, when out of the blue he asked, “Mom, what’s the difference between a Roth and an IRA?” Pretty astute for a High
This morning I’m thinking of the delightful 1998 movie Shakespeare in Love. It involves a poor, unknown playwright named Will who falls in love with the far-out
I am in this great financial-planning book club. We read and discuss one book a year. The downside is that we have a video conference to discuss the book
Have you ever wondered why some people seem to be able to save money effortlessly?
I am not one of those people. I struggle to keep my spending impulses under
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your
