Blogs and More

I often talk about tax-efficient ways to give - using appreciated stock or a donor advised fund. But today, I want you take one more step before you donate.

Wondering how your favorite shops and restaurants are going to fare in the pandemic? Here are 5 ways you can support them in the coming weeks.

For years I have kept a list of ways to save money. I call these tips Money Multipliers!

Could the same dynamics that help women (and men too!) form such strong bonds help explain the principles that lead to investment success?

It’s a new year and I have a new question for you!

Sam was at a coffee shop and politely asked Ms. Miller at the next table if she minded if he made a quick call. She told him sure, go ahead. Sam proceeded to call Mr. Jones.