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Money is a complicated topic. Money carries lots of emotional baggage. Money represents a variety of important issues. It may refer to lifestyle, prestige, comfort, success, frustration, failure and a multitude of other terms. Talking about money is hard. Do it anyway. Once upon a time, I asked clie
We certainly live in exciting times. The Russian invasion of Ukraine has profound implications for the entire world, politics, future behaviors and certainly your investments in the capital markets. As governments worldwide try to manage the human tragedy, other consequences will loom large as well.
| OPINION By Royal Calkins The conventional way for news folks to write about campaign contributions is to start by declaring which candidate raised the most money and then listing the people and companies that put up the biggest chunks of money in hopes of either fostering their idea of good government or, in some cases, getting favors or a nice government contract. Most people stop reading [...]
Scams and fraud abound. The scammers are nimble, creative and persistent. I just encountered another scam, did some research and have some insights and lessons to help you avoid these traps. Phishing is not just in emails; it also comes as phone calls. I recently received a call allegedly from my ca
Eleanor Roosevelt once said, “It takes as much energy to wish as it does to plan.” I think this quote speaks to the fundamental importance of taking a proactive approach toward achieving goals, and it can be aptly applied to the financial planning world. Over the years, I have found that when faced