How is your financial advisor like your mom?

As we get ready to celebrate Mother’s Day this Sunday, May 9, I’ve got a fun question for you: What do your mom and I have in common?

Answer: We both give great advice – and have plenty of it!

Moms are amazing, aren’t they? They play a large role in shaping our money habits and attitudes and we’ve watched their example – both in times of success and in times of struggle. From an early age, they’ve helped instill core values in us and have taught us what’s important. The good memories we take with us are priceless treasures.

This weekend, take some time to reflect on the beneficial lessons your mother has taught you about life and money, and be grateful for that gift. And take an opportunity to give something thoughtful back in response – or give forward to future generations in her honor.

Here are some relevant financial articles that can help spark some ideas to do that, along with others I thought you’d find relevant. Enjoy and share, and have a wonderful weekend.

How Inflation Could Shape the Next Phase of the Stock Market

May 4, 2021

If higher prices hang around, some sectors will win and some will lose. Which ones are the…

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Why Biden’s Plan to Raise Taxes for Rich Investors Isn’t Hurting Stocks

May 4, 2021

Investors care more about economic data and corporate profits than an increase in the capital…

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When to Give Inheritance Money to Your Kids

April 30, 2021

Is it better to help your children when you’re still alive? Or wait until after you die?

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For Mother's Day, Check Out These Statistics on Mom Entrepreneurs (Infographic)

May 3, 2021

Most moms who become entrepreneurs are busy — almost three-quarters juggle entrepreneurship while…

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5 Ways To Get Honest About Your Finances

April 30, 2021

If, like me, you just learned that April 30 is National Honesty Day, welcome to that news…

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