Personal Finance Blog

Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule,

Last week Brown University announced they would be offering an early retirement package to some of their staff. Dubbed the “Staff Voluntary Retirement Program”,

If you are a supporter of ESG investing (combining traditional investing with environmental, social and governance related issues), then COVID-19 may have a silver

You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my lifetime,

There is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on the

So what gives with the markets? Let’s use the S&P 500. It was down 33.9% from its 2020 high on February 19th to its

I get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple.  In fact,

During these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get them

In hindsight, it appears surprisingly easy to shut down an economy - we just did it in a few short weeks.  I suspect it

One of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience to