IRAs in the Age of COVID-19
This year has seen tectonic shifts in the world of retirement accounts. Some changes—like the new limitations on...
Read More
Should you be using a donor advised fund?
I love donor-advised funds. This remarkable financial tool has been around since the 1930’s, but their popularity has...
Read More
Do I need a course correction?
The quality of our thinking has a huge impact on the decisions we make. And the decisions we make, even the small ones...
Read More
Finding the right fund – Part 3
This is the third and final installment in my “finding the right fund’ series. In the past two installments I discussed...
Read More
Finding the right fund – Part 2
Last week I started a three-part series on finding the right mutual fund. As part of the discussion, I highlighted two...
Read More
Finding the right fund – Part I
With a universe of 8,000 mutual funds and more than 2,000 exchange-traded funds, finding the right fund for your...
Read More
How much student debt can you carry?
Last week I wrote about the need for college-bound students to carefully plan for their education. College is expensive...
Read More
Be smart about your college major
High school graduation season is upon us. In the coming weeks, valedictorians across the country will exhort their...
Read More
A glimpse at the bear market playbook
The stock market has shown remarkable strength since its recent low, though it is still down 15 percent from the all...
Read More
Time for a new plan
As a financial planner, I spend a lot of time thinking about the well-being of people—and not just fancy people. I’m...
Read More
Making history in the fight against the coronoavirus
For better or worse, we are passing through one of the great moments in history. Never before has every major economy in...
Read More
Retirement in the time of pandemic
Q: Last January, I informed my employer that I plan to retire in June of this year. I felt confident that my wife and I...
Read More
