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...
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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...
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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...
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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...
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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...
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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...
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Be smart about your college major
High school graduation season is upon us. In the coming weeks, valedictorians across the country will exhort their...
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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...
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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...
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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...
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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...
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What you should know about the CARES Act
When the folks in Washington decide to get to work, they really go to it. I’m referring, of course, to the Coronavirus...
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