Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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I started a mindfulness routine last year. I was hesitant to try it out and always thought that meditation and mindfulness were a bit “woo-woo.” Now that I’ve been practicing for a year, I swear...
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My father, Frank Sherwood, passed away recently, missing his 99th birthday by a month. He was a distinguished scholar and professor of Public Administration, but he started his work-life as a journalist and newspaper owner....
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Over the last fifty years, there have been seven recessions. Each was different. In some, the drop in economic activity, as measured by the Gross Domestic Product (GDP), was small. For example, during the 1969...
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The beginning of August has been fraught with renewed stock market volatility. It is difficult to draw useful conclusions based on such a short period of time, as financial markets have a habit of behaving...
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The endless lessons a parent teaches a child must include those about money. Starting to teach them about money at an early age and continuing through young adulthood will help form a strong foundation on...
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For Americans contemplating retirement, the future cost of health care continues to be a significant uncertainty. While healthcare inflation has decreased since the early 2000s, medical cost increases still outpace general inflation. Experts believe that...
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Almost everyone can think of a relative or close friend who has a family member with a disability, mental health condition or addiction. Disabilities alone capture many individuals with learning or developmental issues, a physical...
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A premier book on investing written over twenty years ago is “Winning the Loser’s Game” by Charles Ellis. Linking sports with investing, Ellis notes that while top tennis players win by making brilliant shots, most...
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Congratulations! Mazel Tov! Your son or daughter is getting married. Your family is growing. Hopefully, with the help of your financial advisor, you have already been planning for the big day. A lot has changed...
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