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Year: 2015

When Kids Ask, Teach Money Lessons

Watch this video on YouTube Do your kids know how much money you make? If not, and they asked, would you feel comfortable telling them? My hunch is that the most common answer to both these questions is “No.” Talking about money is such a strong taboo that...

Challenges of Socially Responsible Investing

Watch this video on YouTube Balancing profits, people, and the planet can be tricky. Many investors prefer to put their funds into companies that not only make money, but that also reflect the investors’ values. Some take this concept, often described as...

When Doing Nothing is Investment Strategy

Watch this video on YouTube A few weeks ago, when the US markets started dropping dramatically, a reporter for The Wall Street Journal called. He asked me if I had received any calls from worried clients. I told him I had heard from 5% of my clients. “What...

Term Life Insurance Most Affordable for Young Parents

Watch this video on YouTube The stage in life when most adults have the most need for life insurance is when they are parents and their children are young. Unfortunately, this is often a time when financial resources are already stretched. Unlike health insurance and...

Giving Kids the Best Financially

Watch this video on YouTube Almost all the financial decisions parents make around our kids have one thing in common: we want what’s best for them. This is the case whether we’re setting the amount of an allowance for an eight-year-old, helping a teenager...