The warm lazy days of summer are in full swing but the planning for the new school year ahead needs to be addressed. Many are preparing to send their child to college and there are many tasks that need to be completed. The dorm planning, computer buying and clothes shopping are the obvious needs. … [Read more...] about Planning for your College Freshman
The Randomness of Global Equity Returns
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at … [Read more...] about The Randomness of Global Equity Returns
Financial Literacy – The new core curriculum for New Jersey middle schools
The week before I walked across the stage to receive my college diploma, I sat through an optional one-hour seminar on how to manage my student loans after graduation. I was handed a single sheet of paper with only three pieces of information on it: my name, my anticipated 1989 graduation date, and … [Read more...] about Financial Literacy – The new core curriculum for New Jersey middle schools
Puzzles: Using the Skills you Learned as a Child to Improve your Adult Life
As children, we played with colorful, whimsical puzzles and as we got older, the complexity of the puzzles increased. The skills we used to solve the puzzles helped us make decisions in school, work and home. Following are different kinds of puzzles we come across in our lives as adults: Packing … [Read more...] about Puzzles: Using the Skills you Learned as a Child to Improve your Adult Life
Trust can Overcome Fear
Where does the time go? As a look up in the summer of 2019, I realized that I’ve been working full-time in the financial services arena for 34 years. I’ve been specifically handling financial planning for individuals for 23 years. When I first started financial planning, I thought the job was … [Read more...] about Trust can Overcome Fear
Planning Your Financial Independence Day
As we celebrate our Great Country’s Birthday this week, I wanted to discuss how we can all plan for our own financial independence using the following seven steps. 7 Key Steps to Financial Independence Most people say they plan for retirement, but they are really planning for financial … [Read more...] about Planning Your Financial Independence Day