As we age, we slow down physically and cognitively. The physical aspects of aging are more noticeable than the cognitive. My family has watched my mother-in-law
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
