Financial Literacy

July 31, 2024

Too Much of a Good Thing

To say that I was proud to toe the starting line of the Boston Marathon […]
June 1, 2024

The Power of Finfluencers: Buyer Beware

I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
March 1, 2019

Boomerang Generation

In 2012 the Pew Research Center published an article on The Boomerang Generation. They found that […]
February 15, 2019

Financial Playbook for Young Adults

Many young adults tell us that they are entering the workforce with little financial training. […]
September 1, 2018

More Lessons from Fishing

Many of you probably read Benton’s “Big Fish” story in our last quarterly commentary (if […]
May 1, 2018

Financial Planning 101

After I had been a Certified Financial Planner™ professional for about ten years, my mom asked me, […]
August 15, 2017

Eighteen-Year-Olds Are Adults

I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]