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We live in a fascinating time. The biggest wealth transfer in history is beginning, as Millennials will soon become the wealth bearing demographic in this county. Not surprisingly, as we pointed out in a recent blog post, personal finance is a huge issue for many Millennials. But where can a Millennial turn for advice? Goals,…
I recently returned from a reunion weekend with some of my college buddies. We caught up on wives, kids, work and all the other important parts of our lives. One thing struck me about the conversations, no matter whether I was speaking with liberal arts majors or those who studied corporate finance: While we all…
Finding a financial advisor who is right for you is an important process. A good financial advisor is there to prevent you from making decisions that would have a negative, unintended impact on you. Who wouldn’t love to have a financial coach to keep you on track to achieve your financial goals? Just like with…
This article was originally published on NerdWallet.com Picking a stock that goes up 100% in a year is exhilarating. But there’s a problem with this method of investing. Like gambling in Vegas, it may be fun and even rewarding in the short term. Yet in the end, just as the house always wins, picking stocks is…
More snow coming? Get ready for Instagrams and TV reports about empty bread shelves! Here’s one from my local store before the blizzard a couple of weeks ago: No matter how many people have resolved to stick to a gluten-free diet, that gluten seems much more appealing when a storm is on the horizon and…
Did the recent interest rate hike news cause any delay to your plans to house hunt? Are you wondering – given the rate increase and current market turmoil – if this is really the right time to purchase a first home, or if renting makes more sense for you right now? Actually, the exact opposite…
Still haven’t won the Powerball/? You may have to postpone that fantasy of buying a private island in Thailand, but that doesn’t mean you can’t still be on your way to achieving your financial goals and dreams. Here’s one way to do it – take that money you’re sinking into lottery tickets and invest it…
If you won the Powerball today, what would you do with the $90 million dollars? While I’m not the first to tell you that you are definitely not going to win the Powerball – you have a 20 times greater chance of having identical triplets – it’s a great idea to think about what you…
Expecting a bonus or a raise? Read these tips before you start Googling timeshares in Cancun If you’ve got an end-of-year bonus or a well-deserved raise coming, it’s easy to think of it as “extra money” you can use to splurge on a trip to Mexico, a new phone, or a serious visit to the…
In November yet another firm fell victim to the growing Valeant fallout as Tiger Ratan Capital Fund LP fell 33% over the past three months, wiping out gains for 2015. Those losses stemmed from the fact that Valeant accounted for 20% of TRC’s U.S. holdings. But they weren’t alone. Many well-respected funds, including the mighty Sequoia…