Cultivating “Money Savvy” Kids

If you think back to your childhood, what were the biggest influences on how your view of money developed? If you’re anything like me, this question triggers memories of the struggle between saving my hard-earned allowance and spending it on…

Let’s Make A Plan…

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…

Can I Limit the Mail I Get?

This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies.  Would you believe that this much disclosure could actually be bad for you?  Especially…

Burned By Bubbles

“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded…

Should I be Using my Roth 401k?

  You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth 401k? To help you make a decision, we’ve answered questions…

Stretching For Yield

In today’s economic environment, safety is at a premium but bank account rates remain at historical lows.  This is persuading many investors to look for higher yields with their safe money.  In some of these situations, they are finding products that…

1940 = 2010?

Over the last few weeks, we’ve had a few clients call us with some understandable concerns regarding current stock market conditions.  They have asked whether it makes sense to sell stocks and move their money in to cash and bonds. …

Am I Doing the Right Thing With My Investments?

HBO has a popular series they air in the fall called “Hard Knocks.” The aim of the program is to uncover the intricacies and nuances that make training camp in the NFL so fascinating.  They pull the curtain back and give…

Time For A Financial Alignment

No one likes potholes. Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not hit anything major but your steering wheel begins to shake…

Pushing the Pedal

On most days when people start their cars, they trust that by pressing the pedal, their car will run smoothly. They don’t have to think about the complicated mechanics of how the engine will power the car to their next…

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