“The intelligent investor is a realist who sells to optimists and buys from pessimists.” Benjamin Graham  “The stock market is a device to transfer money from the impatient to the patient.” Warren Buffett The financial markets are always … Read More
Increasingly, our lives are becoming digitized. As a result, a bigger proportion of our net worth may be in our digital assets. Yet most of us don’t prepare wills (only 44% do) and if we do, we may not fully … Read More
Originally published on May 23, 2019, and updated on June 11, 2020. “Logic will get you from A to B. Imagination will take you everywhere.” Albert Einstein Congratulations on making it to your special day, Graduates! As a parent, I … Read More
“It’s the job that’s never started that takes the longest to finish.” J.R.R. Tolkien I have been putting off writing this article for no apparent reason. And I am not even the procrastinator in our home. My husband is! Procrastination … Read More
If you want to live comfortably, you need healthy financial habits. A top priority must be to live within your means. Only 46% of Americans report making more than they spend, according to a Pew Research study. Overspending leads to … Read More
Seems our job as parents of teens keep getting harder. Are they on drugs? Alcohol binging? Is their credit report alright? Yes, they can have credit issues! A credit report is issued once you have debt and payment history, what … Read More
Life is a series of risk management, said a wise oncologist recently. Death happens and we can’t control our retirement from life. To better manage our risks in life and provide some protection against loss, we need insurance–auto, health insurance, … Read More
April is Financial Literacy Month! Being well versed in financial literacy should be among our top priorities. To be better acquainted, see how you do in a short quiz below. The answers will follow with explanations of important financial concepts. … Read More
 Millennials are not all alike. This fact is probably news to no one, yet the number of myths permeating this age group is numerous. Millennials are the largest generation at 35% of the US labor force and have been so … Read More
With all the upcoming IPOs expected in 2019 from the likes of Levi Strauss, UBER, Palantir, Airbnb, Pinterest, and Postmates, what could investors do to be better prepared whether they have an opportunity to buy at the IPO price, or … Read More
The IPO market is revving up in 2019, after solid IPO activity in 2018. As ride-sharing Lyft shares recently took off in the public market, many companies are ready to take the plunge into the public market. Should the average … Read More