For those with a charitable heart, they know the secret: that the very act of giving makes us happier. They want share that secret with everyone, especially their families. No matter what your family looks like, you can instill values that will live on through generations of givers. As a firm, we are incredibly grateful to give…
What biases affect your financial decisions? Now that Richard Thaler has won the Nobel Prize in economics for his groundbreaking research in the field of behavioral finance, perhaps we’ll all be more aware of our often-flawed decision making. Dr. Thaler and other researchers in the field, such as Daniel Kahneman and Amos Tversky, went against…
If you’ve spent the month of September evaluating your online presence and security measures, you’re not alone. The Equifax data breach has served as an unfortunate reminder of just how public our “private” information is. This breach has also rekindled the scrutiny of Social Security as our defacto national identification system. What are our options?…
Our clients often express concern about the debt that they, their kids or their grandkids are saddled with straight out of college. In the last several years, news about the possibility of student loan forgiveness has surfaced. If ever there were a program that fully embodied the nuance, complication and confusion that often accompanies government…