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Year: 2008

Financial New Year’s Resolutions

Watch this video on YouTube Financial New Year’s resolutions are a common phenomenon this time of year—especially for anyone who overdid the holiday spending and who knows the new year is going to bring a new batch of credit card bills. Probably one of the most common...

Legacy Giving

Watch this video on YouTube At this time of year, the idea of giving gifts to children tends to bring up images of colorfully wrapped toys, electronic games, and attempts to decipher instructions for “some assembly required.” For some parents, however, the idea of...

Conscious Giving

It’s the season for giving—not only to family and friends, but to those in need. This time of year, we are surrounded by solicitations for toys and gifts for the poor, for donations to charities, and for help in all kinds of good works. We can’t say yes to every...

How To Avoid A Crooked Investment Advisor

In the most recent bad news from Wall Street, Bernard Madoff, former NASDAQ Stock Market chairman and founder of Bernard L. Madoff Investment Securities LLC, was arrested and charged with securities fraud. What did he do? He allegedly collected money to invest from...

Celebrating Like Scrooge

Watch this video on YouTube With all the chaos and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge. If you’re superficially familiar with Dickens’s A Christmas Carol, you might first assume that I’m...