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The Delta Variant and the US Economy: Have We Seen the Worst?
With some experts indicating that the surge in COVID-19 cases caused by the delta variant may be cresting, many are wondering what...
Blog & Articles
- Oct 4, 2021
- 2 min
Just How Big Is the US Economy? State-by-State Comparisons
As we enter the fourth quarter of 2021, attention is being focused on the rate of growth in the US economy and analysts are submitting...
- Oct 1, 2021
- 4 min
The Surprising Power of Connectedness
It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams,...
- Sep 27, 2021
- 4 min
Your Brain and Investing: Fifth in an Occasional Series
In our last visit to the “ABCs” of behavioral investing, we looked at fear, greed, and the herd mentality and how they can work together...
- Sep 20, 2021
- 3 min
Why Read? Research Suggests Several Important Benefits
These days, it’s easy to wonder if anybody is still reading actual books. With all the podcasts, TED Talks, YouTube videos, and dozens of...
- Sep 13, 2021
- 3 min
I’ve Been Asked to Serve as an Executor: What Do I Need to Know?
A friend or relative asks you to be the executor of her estate. What, exactly, is she asking you to do? You may feel honored by the trust...
- Sep 7, 2021
- 4 min
Prepare Your Kids for Success in Life: Teach Them about Investing
I have a friend who tells a story from when she was a teenager. It seems that Jordache jeans were what the cool kids wore, and she really...
- Sep 6, 2021
- 3 min
How Has the Pandemic Affected Education in the US and Internationally?
We don’t yet have a clear report card on how well-educated America’s students were during the 2020-21 school year, with so much remote...
- Sep 1, 2021
- 4 min
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But...
- Aug 30, 2021
- 3 min
ROI on Your State Taxes: Are You Getting a Return on Your Investment?
It seems likely that many of us sometimes wonder what we get in return for our tax dollars. The question isn’t so far-fetched; after all,...
- Aug 23, 2021
- 3 min
Your Brain and Investing: Fourth in an Occasional Series
This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect...
- Aug 16, 2021
- 2 min
GDP Growth: US vs. Eurozone
As everyone knows, the pandemic lockdown in spring 2020 shuttered economies around the world, sending markets into a tailspin and...
- Aug 9, 2021
- 3 min
Are Some Investments Better than Others for Long-Term Growth?
One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment...
- Aug 3, 2021
- 4 min
Why Cyberattacks Increased During the Pandemic, and What It Means for Your Online Safety
As if the COVID-19 pandemic hadn’t already caused enough problems, experts are warning that the public health crisis and the resulting...
- Aug 2, 2021
- 3 min
Your Brain and Investing: Third in an Occasional Series
In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing...
- Aug 1, 2021
- 4 min
The Power of Purpose in Reaching Audacious Goals
We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key...
- Jul 26, 2021
- 3 min
Your Life Insurance Policy and the Pandemic: What to Know
One aspect of the COVID-19 pandemic that few seem to be talking (or writing) about is the impact of those hundreds of thousands of COVID...
- Jul 19, 2021
- 3 min
Inflation: Where Have You Been, and Where Are You Going?
We are accustomed to regular reports on the rate of inflation from the US Department of Labor. Inflation, measured by the amount of...
- Jul 12, 2021
- 3 min
Your Brain and Investing: Second in an Occasional Series
In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human...
- Jul 6, 2021
- 5 min
Inflation: Is It Time to Worry?
Since the 2008 financial crisis that led to the Great Recession, the US Federal Reserve has targeted a 2% annual rate of inflation as the...