3 Ways to Teach Your Teenagers About Personal Finance

Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had.  We have spent time learning new skills. My son has…

Remember This When Investing During a Pandemic

A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey.  We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…

The Market Has No Memory

Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at…

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