Blog & Articles

Most of us are familiar the concept of the annual physical. We make an appointment with our physicians so that they can take a close look...

As we approach the end of the 2022 academic year, the thoughts of many graduating high school seniors are turning toward college plans....

January 6, 1936 - August 28, 2006 I. A Flourish of Color and a Sweet Song She was born like a flourish of color against the dismal grey...

Especially during times when the economy is in flux—such as in early 2020, when the coronavirus pandemic was causing economic shutdowns,...

Since late in 2021, and especially since the onset of the Russian invasion of Ukraine, US consumers have seen the price of necessary...

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other...

Let’s imagine for a moment that on your daily walk to work, your normal route takes you past a pawn shop that is known to display...

The World Happiness Report annually researches various factors of different countries, including the healthy life expectancy, social...

If you’re looking for a lot of excitement in your investment portfolio and enjoy the panic-inducing roller coaster of rapid gains and...

One of the most anticipated events in the financial world is Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway...

In our previous post, we discussed relocation patterns among retired or retiring persons, which, as it turns out, tend to be highly...

No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the...

You may have read that a record number of people decided to retire during the COVID pandemic, some as part of the so-called “Great...

In our previous article, we discussed the uncertainties behind price movements in the financial markets, particularly focusing on the...

With all the volatility we’ve been seeing in the financial markets lately (mostly on the downside, unfortunately), many are reflecting...

The Russian invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating...

With the unfolding tragedy in Ukraine, many Americans feel the urge to help. It’s probably no surprise, then, that we are seeing an...

Several years ago my sister Gloria sent me the following poem. I was born on March Fourth so this poem was significant to me not only...

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...

As we mentioned in last week’s article, geopolitical events can have a dramatic effect on the financial markets. We saw this demonstrated...