I Received a Windfall - Now What?

I Received a Windfall – Now What?

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…

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Social Media and the Fear of Missing Out

The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who may one day become close friends or professional contacts. It…

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Annualized Returns

Why You Should Own Bonds

When one thinks about portfolio diversification, bonds, in addition to US and International equities should be evaluated. An investor may be tempted to overlook bonds altogether given that investing in equities tends to lead to higher overall returns (see Exhibit…

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