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Teaching Kids About Money

One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...

The College Search Continues

As promised in this April post, I plan on using my oldest daughter’s college search process to share our family’s experience and what we’re seeing on the current college landscape. Here’s the latest. At the urging of my daughter who, like her father, enjoys goal...

A Million Little Things

If you’ve met with your advisor at some point this year, it’s likely you spent some time discussing the performance of small, U.S. stocks, and value-oriented companies, relative to the rest of the market. Based on decades of data and the simple relationship between...

Looking Back, Looking Forward

The evolution of how things have progressed with the pandemic over the last few months has been nothing short of a whirlwind. As 2021 began, I thought it might be in the realm of possibility that my wife and I could start the vaccination process by late summer, maybe...

Changes to the College Planning Landscape

For the second time in the last few months, my oldest and I spent a few hours surfing YouTube looking at various campus tours and other informational videos on her current list of potential colleges. While only a freshman, Dad apparently passed down some of his early...