Never Stop Learning

As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age children can’t help but think about the upcoming school year.

However, whether you have school-age children or not, you shouldn’t think that “back to school” doesn’t apply to you too. Whatever stage of life you’re in, the end of August should prompt some self-reflection on the state of your own education, investment related or otherwise. This could involve learning more about various economic indicators, or it could be identifying and filling in any lacunas in your knowledge that could be limiting your ability to take advantage of potential opportunities.

I hope the articles included in this newsletter help you in this process of continual learning.

Whatever your investment/financial education or situation, I’m here to help you make the best possible decisions for you and your family while giving you the tools to keep on learning. If something’s on your mind, don’t hesitate to reach out so we can discuss it.

Help! We Haven't Saved Enough For College

Aug. 9, 2022
College Funding Shortfall? Families that lack the funds to pay for college need creative…

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The Tricky Math of Retiring Into a Downturn

Aug. 12, 2022
Market declines during the first five years of retirement can have a significant effect on a…

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The 60/40 Strategy Will Beat Inflation Eventually, Survey Shows

Aug. 15, 2022
Survey of investors says sticking with the traditional investment mix should work, even as it’s…

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The 12 Best Finance Books

Aug. 15, 2022
Build your expertise in personal finance, investing, and decision-making psychology with these…

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Serena Williams Serves Up A New Vision Of Life And Retirement

Aug. 15, 2022

Is our current concept of retirement outdated? Serena offers up a modern approach to how we live,…

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Video: What Are the Real Odds of Getting Into Harvard or Yale?

Aug. 11, 2022

Trying to get your child into a Harvard or Yale? There’s an algorithm for that. Bloomberg’s…

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