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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, August 2, 2018

In recent years, investors have largely ignored geopolitical risks. Russia’s invasion of the Crimean Peninsula, the Brits’ vote to leave the European Union (EU), unrest in the Middle East, and other global events have not affected...

 

Thursday, July 5, 2018

In the olden days, the word ‘subscription’ typically was applied to just magazines and newspapers. Today, that’s not the case. Americans are buying everything from meal kits to baby products to vitamins by subscription. A McKinsey &...

 

Monday, July 2, 2018

On July 4, 1776, the American colonies banded together and declared independence from Great Britain. The countries had been at war for more than a year due to a number of issues, particularly in regards to harsh taxation and a lack of...

 

Thursday, June 28, 2018

To the relief of many South Africans, Day Zero has been pushed back to 2019. Day Zero is the date on which Cape Town will run out of water, and its four million residents will begin to collect daily water rations of about seven gallons...

 

Thursday, June 14, 2018

There are many perceived requirements of being a dad. “One of the jobs of a good dad is to help kids become a little tougher, a little more resilient, a little more separate…dads push kids to leave the nest; they brush off the dirt...

 

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Wednesday, June 6, 2018

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about you. A changing...

 

Thursday, May 24, 2018

If you’ve ever composed a grocery list in your head while driving carpool and listening to your children discuss who got in trouble at school and why, then you know what it’s like to have your attention divided. If you’ve ever worked...

 

Thursday, May 10, 2018

Mother’s Day is almost here! We all have moms and, whether they gave birth to us or not, they have helped us become the people we are today. Here are 10 reasons moms are so important, adapted from Psychology Today:11. She gave birth to...

 

Saturday, April 28, 2018

Understanding family attitudes towards money may improve financial decisions and reduce financial stress. Understanding family attitudes towards money may improve financial decisions and reduce financial stress. People inherit more...

 

Thursday, April 5, 2018

Technology is a life changer. GPS has improved interpersonal relations by eliminating arguments about asking for directions. Apps for car services, food delivery, video streaming, news media, and social media have changed the way we...

 

Wednesday, March 28, 2018

“There’s no place like home.”1Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave...

 

Wednesday, March 14, 2018

It’s almost time to don green and gold. That’s right, March 17 is upon us. There’s more to the holiday, however, than eating corned beef and cabbage and celebrating the Irish. For instance, St. Patrick is the patron saint of Ireland,...

 

Tuesday, February 27, 2018

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year...

 

Tuesday, January 30, 2018

Here’s a riddle for you: Some people are reluctant to start me, unless I’m automatic. I’m frequently exhausted when I don’t roll over. I’m sometimes left behind. Retirees devour me. What am I? Answer: A retirement savings plan.New jobs...

 

Thursday, December 28, 2017

The last bear market in bonds began in the middle of the last century and lasted for about 31 years. Some investors who bought bonds in 1950 locked in relatively low rates of return for a very long time. On January 1, 1950, 10-year U.S...

 

Wednesday, November 29, 2017

There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement. There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for...

 

Monday, October 30, 2017

Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement age at 65, it also provides a significant portion of today’s retirees’ incomes. Retirement and Social...

 

Thursday, September 28, 2017

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one.1During the past 80 years, college has become far more...

 

Wednesday, August 30, 2017

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President Ronald Reagan. The letters, which had sustained and enriched their relationship,...

 

Thursday, June 29, 2017

The bull market in U.S. stocks has been charging ahead for more than eight years.1 While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost...