Category: Finance
Resources for Financially-Savvy Kids
A 2013 financial literacy survey conducted by EverFi, an education technology company, revealed a lack of basic understanding of financial facts and ...
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Market Analysis Video – July 2013
Around the world, stocks recovered and bonds stabilized in July after their collective swoon in June. The S&P 500 rose ...
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Cash is King in Budgeting
In working with clients on their budgets, we see that it is common practice for people to live off of ...
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College-Bound
If you have a newly-minted high school graduate in your house, you might be collectively exhaling a sigh of relief. ...
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Market Analysis Video – June 2013
Both stocks and bonds declined globally in June, marking the first time since November 2011 that U.S. and foreign stocks ...
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Bernanke Introduces Common Sense to Investors
During the week of June 17, Federal Reserve Board Chairman Ben Bernanke and the Federal Open Market Committee issued a ...
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Helping Your Teen Find a Summer Job and/or a Worthwhile Summer
Summertime and the living is easy . . . unless you’re a teenager looking for summer employment. In a job ...
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Market Analysis Video – May 2013
Domestic stocks continued their consecutive-gain streak by posting another month of positive return in May. With a 2.3% gain for ...
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Not Paying Down the Mortgage
I asked one of my favorite clients recently, “Would you consider not paying down your mortgage so aggressively in order to improve ...
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