Giving Where it Truly Counts

Most of us have been flooded over the last several weeks with grave stories and haunting pictures of the devastation caused by the recent earthquakes in Haiti. Naturally, many of us want to help where we can with the relief efforts, but have been equally overwhelmed with the various opportunities to contribute. With news of charities, such as Haitian-native musician Wyclef Jean’s Yele Haiti foundation, being under scrutiny for misappropriation of funds, it is hard to know where your gifts will be most efficiently used to help those in need. In the hopes of spreading… [read more]
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Lessons for Investing Success

It’s always interesting to read the financial press this time of year. You can find a prediction to support whatever your gut feeling is about the future direction of the stock market. Tucked into this month’s Money Magazine amongst articles profiling the hottest mutual fund managers, and why investing in gold is a fool’s errand, is an excerpt from The Elements of Investing by Burton G. Malkiel and Charles D. Ellis. It caught my eye because Dimensional Fund Advisors (DFA), whose mutual funds we use in our client portfolios, utilizes the research of both of… [read more]
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Clearing Out the Clutter

Some people make New Year’s resolutions every year as they cross over from one calendar year to the next. I go on a cleaning binge. The packing up of Christmas decorations, New Year’s Eve leftovers and all the other holiday trimmings forces me to organize so everything can go back where it belongs. I believe the less clutter I have in my house the more my family and friends will be able relax and feel at home there. Overcrowded spaces feel too stressful. As I go through the closets and bookcases each year and select… [read more]
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