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Learning the ABCs of Financial Literacy
August 7, 2019

The ABCs of $1-2-3s | Part One

I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the …

Of Ants and Grasshoppers
June 18, 2019

Of Ants and Grasshoppers

In a field one summer’s day a Grasshopper was hopping about, chirping and singing to its heart’s content. An Ant passed by, bearing along with great toil …

Jason's restored bike
May 6, 2019

Lose Yourself to Find Yourself

It is easy to get lost in today’s busy, electronic, always-on world. Information is constantly flowing at you, or past you. The need to constantly stay connected …

Change Management
April 22, 2019

Ch-ch-ch-ch-changes

I’m thinking of the chorus of that great song by David Bowie from many years ago: “Ch-ch-ch-ch-changes (Turn and face the strange)” Bowie nails it. Change …

Investors behaving badly
March 7, 2019

Investors Behaving Badly

If market volatility is keeping you awake at night, there’s an even more insidious danger lurking in the shadows. Dalbar Inc., a research company that studies …

Retired piggy bank
February 8, 2019

Preparing for Retirement? Get the first question right.

For some reason, I was particularly puzzled that morning. Perhaps it was one too many late-night hockey games, or maybe the early morning darkness had me disoriented, …