The June newsletter is now available. In addition to the regular investment update, it includes highlights and take-aways from a book I just read and highly recommend -- Happy Money: The Science of Happier Spending by Professors Elizabeth Dunn and Michael Norton. The newsletter also has updates on … [Read more...]
October Personal Finance Newsletter
The October personal finance newsletter is now available. We review the third quarter investment markets performance and provide perspective on the current economic situation. In addition, the newsletter includes information on medicare open enrollment, how markets have historically reacted to … [Read more...]
August Personal Finance Newsletter
The August personal finance newsletter is now available. It features a Q&A on the debt ceiling, downgrade, and market response. Plus there's a follow-up on the ABCs of Trusts article from last month's newsletter, suggestions on talking with your high school student about college costs, an … [Read more...]
August 2010 Personal Finance Newsletter
The August 2010 personal finance newsletter is now available. It includes information on how college scholarships are taxed, how the new healthcare law affects Medicare drug plans, and, as always, an investment market update. Enjoy! Click here to view the newsletter. … [Read more...]