What comes to mind when you think of the word “kids”? Unconditional love? Constant activity? Center of your life? How about, “really expensive”? Read more…
Post-College Finances: What Recent Grads Need to Know
It’s that time of year. Universities all over the globe are sending their 2016 graduates out into the “real world. Unfortunately, post-grad life comes with some serious financial struggles. With unprecedented amounts of student loan debt, low wage growth and the new era of needing a subscription Read more…
Brexit: A Demonstration of Markets at Work
Every crisis has one thing in common: it eventually ends. Read more…
Why We Started a Women’s Initiative
I have good news and bad news. Which do you want first? Read more…
The Collective Knowledge of Markets
Meet Penelope the cow. NPR’s Planet Money asked the internet how much Penelope weighed and got 17,205 responses. The average of all the responses was 1,287 pounds and the actual weight was 1,355 pounds. The average was off by only five percent. This experiment, which was originally conducted in Read more…
Stock Market Correction
I wrote an article at the beginning of the summer titled Volatility is Not the Enemy. I remember thinking it would be the perfect article for whenever the market had a correction. Since it had been nearly four years since the last correction, I figured it should be published and referred back to Read more…
5 Estate Planning Documents You Need
Estate planning is a little different for everyone. While you are alive, the estate planning process allows you to manage and preserve your assets. At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…
Risk Tolerance
Today we continue a discussion that began with defining risk and then focused on measuring the risk/return tradeoff. To briefly summarize those articles, we learned: Read more…
Do It Yourself or Hire an Advisor?
A common dilemma that everyone faces at one time or another is the choice of whether to manage your own investment portfolio or hire the help of a financial professional. As an investment professional myself, I am biased towards seeking out help, but I’d like to share a story to help frame this Read more…
