Values Added

We have learned a lot over our years of serving clients and we happily share what we know free of charge!

    Recent Articles

    1% More

    I recently ran across a great tool from the NYT The 1% More Savings Calculator. Play with it. It really helps show how much small changes in saving today can make an

    The Financial Shuffle

    Specific sectors of the stock market (Industrials, Technology, Healthcare, etc) vary a lot year to year. Some years tech is a big winner (2003!) relative to other sectors. Other years

    Renting and Buying

    It wasn't long ago that major defining dichotomies in my peer group included things like Science v. Humanities. As the years have gone by Renting v. Buying has made a

    Relationships and Money

    Several years ago, Ron Lieber of the NYT put together a great piece on relationships and money. This article suggests the contours of a discussion couples contemplate marriage should have

    Fisherman

    The header photo is a shout out to one of my favorite stories about earning, consumption and contentment: One day a fisherman was sitting on a bench on a lovely

    Investment and Justice

    In my introductory FAQ I address commons questions folks in the 20-40 range face about money. Conspicuously absent from that post was a broad discussion of how ethical considerations ought to impact investment decisions. There
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