What is your part to play?

Maureen and I were late to the game with the hit TV show “Downton Abbey”  This British drama series follows the lives of the Crawley family and its servants in the family’s Edwardian country house. The series begins with the 1912 sinking of the Titanic, which leaves Downton Abbey’s future in jeopardy. The highly acclaimed […]

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Belling the Cat – Using research to time markets

 Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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Keep Calm and Carry On

Keep Calm and Carry On is a catchphrase that originally appeared on a World War II-era British public safety poster. After one of the original posters was recovered and placed in a British bookshop in 2000, the inspirational message was shared online, sparking a series of images centered around the template “Keep Calm and X.” […]

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Retirement Paradise

Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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Happy Thanksgiving 2016

Growing up in the tri-state area is beneficial for many reasons and one in particular is the ability to attend the Thanksgiving Day Parade in New York City.  The Macy’s Thanksgiving Day Parade has been around for over eighty years and I have been fortunate to have attended several times in my life. This year’s […]

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Best Personal Finance Software for Healthier Wealth

Online banking is a great tool to pay bills and reduce paper statements. However, it cannot establish a budget or categorize your expenses. A financial tracking software gives you the ability to review how you are spending your money — Dan Crimmins Improving financial management skills often requires a lifestyle adjustment: a change in habit […]

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Spousal Financial Feuds

Spousal Financial Feuds

Solving Financial Problems with your Partner Peacefully Will you fight with your spouse over money? I’m afraid so. The trick is to get the battles over quickly so you can kiss and make up. Yet, studies have established that money-related matters are among the most common causes for divorce. How do you prevent that from […]

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Unused 529 Plans

Unused 529 Plans – What to Do When Plans for Paying for College Change

  529 plans are an excellent method to save for a college education. They are state-operated investment accounts that allow anyone to contribute after-tax dollars toward your child’s education. Earnings build up tax free, and remain so if they are used for qualified educational purposes. However, if funds are withdrawn for non-educational purposes, the earnings […]

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DFA Portfolio Design

Ken French is a member of the Board of Directors of Dimensional Fund Advisors LP (DFA), and provides consulting services to the firm.  In this conversation with DFA Chairman  and Co-Chief Executive Officer  David Booth,  Ken provides insight on how Dimensional designs their various investment portfolios.  The portfolio design delivers the specific market exposure while reducing […]

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Photo by Phine Rhoc'z

Check This When Changing Your Clocks for Daylight Saving Time

 November 6, 2016 is the official date for Daylight Saving Time. The time has come to move the clocks one hour back.  And I think everyone could use an extra hour of sleep. Although this means mornings will be lighter and evenings shorter. With the change of the clocks, the customary change of your smoke detector […]

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