Articles

Finance 101: A Lesson in Helping your Student Pay for College

Finance 101: A Lesson in Helping your Student Pay for College

Sep 2020

You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing your graduation cap in the air...beyond the lifelong friends and the parties and fun, college helped you get to where you are today.

Student Loan Defaults Can Wreak Havoc on Retirees

Student Loan Defaults Can Wreak Havoc on Retirees

Sep 2020

No one could have foreseen the convergence of two of the most consequential economic events in our history – the mass migration of the Baby Boom generation into their final life stage and the tectonic shift of a declining global economy.

How To Pay Back Student Loans

How To Pay Back Student Loans

Sep 2020

You just graduated college, so congratulations are in order and so is a big warm welcome to adult life.

Managing Investment Risks

Managing Investment Risks

Sep 2020

In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events.

Planning for the New Normal Retirement

Planning for the New Normal Retirement

Sep 2020

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69.


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