Scams

Do you believe in the Rule of Three? Those who do believe that both good things and bad things come in threes – apparently scams do also as three have recently come across my desk. The first one looked like an invoice for our Foundation. We’re in the process of...

In the news…again!

“This nonprofit will give you $1,000 if you take a few personal finance classes” was the recent headline. The article generated a couple hundred emails and calls which kick started the Foundation’s goal of offering its signature 3rd DecadeTM classes in each of the six...

Jump or Wade – An Historical Perspective

A Regional Director for Dimensional Fund Advisors responded to last week’s blog, Jump or Wade, with several powerful graphs looking back at historical market moves. These eight graphs help us put today’s investing climate into perspective.   And, last but...

Jump or wade?

Is now a good time to invest in the stock market? I’m asked this question more often these days. The market has steadily increased in value over the last several years. Will it continue? What should I do? Start by reviewing your plan. Because your plan reflects your...

Your future self

Yogi Berra quipped “If you don’t know where you’re going, you end up somewhere else.” That’s a good argument for having a plan whether it’s for your career or your next vacation. Fundamental to your plan is imagining your future and, it turns out, we’re not very good...