Data and money security are important to everyone! And these days, there’s a new headline about the latest major security breach or hack of personal information far more often than we would like to see. While these breaches do happen, there are many things we…
Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
A few days after the first presidential debate, University of Michigan economist Justin Wolfers published a piece in the New York Times titled, Debate Night Message: The Markets are Afraid of Donald Trump. In it, he predicted that stock markets would fall 10% – 12%…
A Concise History of the Financial Planning Profession Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September…
Investing Lessons from Fantasy Football With the start of another NFL season only two weeks away, there is a concomitant increase in chatter of team predictions, player statistics, and of course, fantasy football drafts. If you aren’t planning to play in a fantasy football league,…
Rise Up: The Olympic Games and Our Investment Philosophy The Olympics provide a unique opportunity to see the world shine in a different spotlight; to become a part of something bigger than ourselves and share in the joy and heartbreak felt by all. All the…