Blog

This morning we awoke to the news that Britain voted to depart the European Union. This is an important change that will alter economies worldwide and for which there is very little precedent (Greenland departed in 1982). …

This link shares the results from a recent survey that 47% of Americans don't have immediate access to $400 without borrowing or selling something. This study then dug deeper and found 40% can't raise $2,000 within 30 days. This PBS interview discusses the author's challenges with maintaining a cash reserve.…

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Student loan debt in the United States has now ballooned to $1.2 trillion, second only to mortgage debt. Most of that debt was issued by the federal government. …

ECONOMIC SECURITY Presented by Calvin Community and The Comparison Project at Drake University, Olmsted Center, Sussman Theater …

April 7th was Check your Social Security Statement Day. One year reported incorrectly on your Social Security will impact your benefits. Every year you need to verify that your records are correct. …

It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was listening to Amy Myers Jaffe, a lecturer at UC Davis and leading energy consultant, present the Trends in Global Energy Markets. …

Bonjour! Greetings from Montreal where Jason and I are attending the 69th CFA Annual Conference, the gathering of investment analysts around the globe. …

Volatility and Trouble in China…

Last week we learned that the late pop icon Prince may have died without a will. This means that settling his estate could get very messy and it almost certainly means paying a lot of estate taxes.…