Read the latest from our team.
Last week I talked about account minimums in financial services. My stated concern was that 80-85% of the US population doesn’t have enough assets to qualify for most advisors’ $500,000 minimum. They either do it themselves or work with commissioned sales people. They don’t have access to independent, objective advice from a qualified fiduciary to …
Featured Articles: Good Writing From Around The Web Thinking About Reaching Out to Someone? Science Says Do It Drop the note; make the call; send the text. Overcoming acquaintance inertia leads to surprisingly positive results. Before You Fly The Nest: Advice For Kids Heading to College Share this life advice with the new …
Clearly, there is a very low bar to shop at the local drugstore. If you are wearing a shirt and shoes (pants, I guess, are presumed), you can be a customer. Tellers can handle 20 customers (or more) in an hour without knowing anything about each customer. Professional service firms routinely spend multiple or even …
Featured Articles: Good Writing From Around The Web On Sarcasm I was a caustically sarcastic teenager. I made the decision to be nicer in college and dropped sarcasm. Now, people act like I just don’t get it when I don’t appreciate sarcasm. Anyone else? Misinformation Is Here To Stay (And That’s OK) Not …
There is a lot of negative news out there right now. Inflation is the worst it has been in 4 decades, there may be a recession around the corner (we may just be waiting for the National Bureau of Economic Research to verify what the 2 quarters of negative GDP has already told us), supply …
Fair enough. Personal finance is an enormous topic. Let me see if I can make it a little bit easier with an overview of our financial education courses. Because our educational system teaches next to nothing practical about personal finance, there are usually two ways people come to the idea of personal financial education. Either …
One of my favorite financial bloggers (J. Money – the OG of #personalfinance bloggers) removed himself from the game (i.e. sold his blog – Budgets Are Sexy) in late 2019. Hot off the presses… he is back! Evidently, the buyer couldn’t get done what they hoped and J. Money is back in the saddle. I …
The S&P 500 declined 23.6% from it’s all-time high of 4,796.6 on January 3rd to a closing low (so far) of 3,666.8 on June 16th. The index finished its worst first half since 1970 at 3785.4. The violence of the decline peaked in mid-June when the market ran off a streak of five out of …
When Dave died, one of the most beautiful parts of my life and a huge part of my future died with him. We had plans that we will never be able to fulfill and this changed my life forever. I will be talking about some of our plans on the Mindful Money Podcast in the …
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