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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. Any ideas on future topics that interest or excite you, please let us know.
 

Thursday, June 25, 2015

People think about character in many different ways. You have probably heard or may have commented on someone else’s character by saying:• She is a woman of good character.• What a character!• That was really out of character.• He has...

 

Monday, June 22, 2015

Achieving U.S. citizenship can be life changing, but it is not easy. Those who aspire to become American citizens must pass a 100-question naturalization test and answer six of 10 questions correctly during their naturalization...

 

Wednesday, June 17, 2015

While your high school student is taking standardized tests, parsing college choices, and raring for graduation, you’ll probably find yourself spending some time with net income calculators on college websites. Whether your family’s...

 

Tuesday, June 9, 2015

Modern dads are a diverse bunch. They may go to work or stay at home with the kids. They may be single, married, or dating. They may be birth parents, adoptive parents, or step-parents.1 They may be expected to teach children morals...

 

Tuesday, May 12, 2015

There are many ways to show gratitude for the sacrifices made by the men and women who have died while fighting for our freedom. In 1868, General John Logan issued a Memorial Day Order that said:1“Let us, then, at the time appointed,...

 

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Wednesday, May 6, 2015

When you think “Mom,” it’s likely your brain conjures up a scent or a story or a song that feels like home. Here are a few inspiring and heartfelt words that have been written about the value and importance of mothers:“A mother enables...

 

Monday, April 27, 2015

It all depends on you. Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations of Americans. There is a lot to consider before you decide where to live during retirement: your...

 

Tuesday, April 7, 2015

Before you know it – thanks to smart phones, tablets, and wireless technology – your home will be connected to the Internet of Things. Sure, home automation costs a few shekels, but just imagine it! You could be the envy of Jane Jetson...

 

Friday, March 6, 2015

St. Patrick, the apostle of Ireland, is one of the most well known and popular Catholic saints. Of course, he wasn’t actually Irish and his birth name wasn’t Patrick! Maewyn Succat was born to Calpurnius and Conchessa, a Roman couple...

 

Friday, January 30, 2015

Romantics welcome Valentine’s Day and having the opportunity to lavish loved ones with attention. Economists appreciate Valentine’s Day, too. Sure, the $13 billion spent on Valentine’s Day is just a drop in the $17 trillion bucket of...

 

Tuesday, January 20, 2015

You have probably heard the term ‘planned obsolescence.’ It’s also known as ‘shortening the replacement cycle.’ No matter what you call it, the strategy was developed by manufacturers to ensure consumers would buy products more than...

 

Tuesday, January 13, 2015

If you were to create a list of Americans who’ve had great influence on our country during the past 100 years, it would not be complete without the name Dr. Martin Luther King, Jr. While he’s best remembered for fighting for civil...

 

Thursday, January 8, 2015

Some people have a gift when it comes to gifts. Whether it’s a birthday, wedding, baby shower, Christmas, Hanukah, or some other occasion, they always seem to find just the right thing for each person. If you’re not an insightful gift...

 

Thursday, December 11, 2014

In addition to making wonderful memories during the holiday season, almost two-thirds of Americans – including people of all income levels – make the gifts they give to family and friends. It will come as no surprise more women than...

 

Tuesday, October 28, 2014

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks. The Worldwide Web is a system of...

 

Monday, October 13, 2014

Credit and Payment Security: A Cycle of Good News and Bad NewsIt was good news. In July 2013, federal prosecutors in the United States brought indictments against members of a sophisticated Russian syndicate. The gang members were...

 

Thursday, October 2, 2014

Chronicles of You and You and You…Facebook, YouTube, Twitter, Instagram, Google+, LinkedIn, Pinterest, Tumblr, and other social media websites have changed the way we communicate, learn, and behave. Each option has its proponents and...

 

Wednesday, October 1, 2014

Who is sitting at the table in your head?We all face obstacles that at times seem hard to overcome. Who do you turn to?Recently, Rabbi Benjamin Scolnic gave a sermon about this topic. Below are some of his wise words that he has...

 

Wednesday, October 1, 2014

Sitting is bad for your health. Whether you’re sitting at a desk doing work, in a classroom listening to a lecture, or on a ship sailing the ocean, research suggests extended periods of sedentary behavior may increase the likelihood of...

 

Friday, September 26, 2014

Join the Tech RevolutionChange is in the air! The percentage of Americans age 65 and older who use the Internet is growing rapidly. A recent Pew research survey found that more than 50 percent of older Americans are surfing the web,...

 

Thursday, September 25, 2014

Should parents pay for their child’s college education? The message you send can be a lesson in itself. An article this week in “Ask Amy” focused on a young woman’s disappointment that her family couldn’t afford to send her to a dream...

 

Tuesday, September 23, 2014

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money...

 

Tuesday, September 23, 2014

Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is they sometimes combine different aspects of the risk profile that should be...

 

Monday, September 22, 2014

Many of us aren’t addressing the realities of retirement planning. Here are some of the worst mistakes being made today. Underestimating life expectancyTwenty-five years ago, insurance companies estimated life expectancy at 83 years....

 

Monday, September 22, 2014

Dan Taylor faced a precarious situation after his father suffered from a stroke at age 72 and couldn’t live alone. Dan was responsible for looking after him and had no idea how to proceed. He was overwhelmed by the plethora of options...

 

Wednesday, September 17, 2014

Just Breathe: The Benefits of MeditationThere is a reason why many people try meditation and few stick with it: Mastering meditation is difficult. It requires you to focus 100 percent of your attention for an extended period of time....

 

Tuesday, September 16, 2014

Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.Much of...

 

Friday, September 12, 2014

Publish Your History Are there anecdotes about a family member you want to save for posterity? Has your genealogical research uncovered amazing family stories? Would you like to share the adventures of your life with future...

 

Thursday, September 11, 2014

As the American population ages into retirement, younger generations may be the ones responsible for picking up the pieces. There’s only one problem: the younger generation is in no position to do so.A recent study by the Urban...

 

Thursday, September 11, 2014

Whether you’re retired or working, do you really know where you spend your money? These are increasingly important questions today as more people are helping not only their children, but also their grandchildren. This may also be at...

 

Tuesday, September 9, 2014

Use Your Brain!If you’ve been “feeling your age” lately, you may want to pick up a copy of molecular biologist John Medina’s newly updated and expanded book Brain Rules (or download it onto your mobile device). In the book, he marvels...

 

Tuesday, September 9, 2014

History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United States John Adams wrote to his wife:[1]“I must study Politicks and War that my...

 

Thursday, September 4, 2014

Will you stay home or move away once you retire? Some people prefer the home field advantage. They want to remain near friends and family in a region they know well. Others choose a new location, far away. Often, they’re attracted by...

 

Thursday, September 4, 2014

At a recent high school commencement ceremony, Yale University President Richard C. Levin offered valuable advice to college-bound students on how to benefit the most from the experiences lying ahead. His message was not only directly...

 

Thursday, September 4, 2014

It should be no surprise to hear that exercise is the cornerstone of a healthy lifestyle. With the help of a balanced diet, exercise can help you achieve personal fitness goals, whether you want to lose those extra pounds before...

 

Tuesday, September 2, 2014

Stay in TouchWith cell phones, e-mail, video chats, and social media, you’d think it would be easier for people to connect and stay in touch than ever before. However, ongoing research has found that people in America have smaller...

 

Tuesday, September 2, 2014

If you want to retire with confidence, have a plan.“As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning,” said Larry Stein, CFA, author of Peace of Mind Investing....

 

Tuesday, September 2, 2014

A well-designed plan is necessary for successful investing, but you must also have the discipline to stay on course, rebalance, and tax-manage, as needed. Unfortunately, most investors do not have a written plan. And, emotions such as...

 

Friday, August 1, 2014

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, by Eileen and Jon Gallo, focuses on the idea that the way in which parents spend money sends messages to their children about...

 

Tuesday, November 5, 2013

Many people have been asking about Alternative Investments this year-what they are, how they work and do they have a place in my portfolio. With interest rates staying low and volatility in the stock markets, many people can benefit...