Education About Life Transitions
As life transitions occur additional education and guidance is sought. Retirement from full time...
How to determine SPAM mail
Sometimes it's not easy to determine if an e-mail that has arrived in your inbox is SPAM...
Brexit commentary
This morning we awoke to the news that Britain voted to depart the European Union. This is an...
Student Loan Debt Relief
Student loan debt in the United States has now ballooned to $1.2 trillion, second only to mortgage...
Trends in Global Energy
It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was...
Will China Recover? Volatility and Trouble in China
Volatility and Trouble in China My favorite presentation during the second day of presentations at...
Where is the investment world headed?
Bon jour! Greetings from Montreal, where Jason and I are attending the 69th CFA Annual Conference,...
Prince's Estate Tax could make Doves Cry
Last week we learned that the late pop icon Prince may have died without a will. This means that...
New Rules for Financial Advisers
Last week, the Department of Labor released its long-anticipated final rule that will extend the...
The Panama Papers: What You Need to Know
This week began with a reveal of the largest information leak in history. Documents and emails from...
