Can We Maximize Your Return on Life?
When we began the firm, we focused on maximizing return on investments, like traditional money managers do. But we kept reaching for more...
Why are Stocks Up When the Economy is Down?
Amidst more bad news about the spread of infections, and with the economy mired in lockdowns and job losses, the U.S. stock market continues to rise. Why the disconnect?
Busting Myths about 529 College Savings Plans
Not enough savers take advantage of 529 College Savings Plans because of some common misconceptions. Let’s bust some of those myths!
Is Your Debt Unhappy?
Dr. Shari Reiches has completed a research study on a small but growing phenomena in the world of financial planning - UDD (Unhappy Debt Disorder). Is your debt unhappy due to lack of attention?
Growth AND Value - A Winning Combination
While growth stocks, driven by large tech companies such as Apple, Amazon and Microsoft, have outperformed over the last few years, value stocks remain an important component of a diversified portfolio. Logic and data explain why...
4 Apps for Increasing Your Personal Productivity
Often our smartphones are a distraction. Why not use them to increase efficiency and productivity? Here are 4 free mobile apps that can help you do so.