There has been a lot of talk about the other epidemic facing the US – the mental health and substance abuse epidemic. As financial advisors, we do not just invest for our clients. We take a holistic look at the client and their lives. Our job is to clarify the client’s needs, identify their … [Read more...] about Clients and the Other Epidemic
Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their Money
As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that usually conjures up some interesting comments in regard to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions). But, the journey of … [Read more...] about For Our Daughters: Business Career Advice
Dimensional Fund Advisors (DFA) is holding a Shareholder Meeting on December 29, 2021. One of the reasons for this meeting is that David Booth, Roger Ibbotson, and Myron Scholes, who currently serve as directors, will be retiring from the Board. David currently serves as Chairman of the Board and … [Read more...] about Ten Obstacles to Investing & How to Overcome Them
It's hard to believe that Thanksgiving 2021 is already here and the holiday season has officially begun. Last year's Thanksgiving seems a bit like a blur but we are finally starting to feel more normal and able to enjoy celebrating with all of those around us! Every year at this time, I think … [Read more...] about Happy Thanksgiving 2021!
November 7, 2021 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 … [Read more...] about Check This When Changing Your Clocks for Daylight Saving Time