There’s a battle raging in my household right now about which word my two-year old son will say more often through 2017: No or Mine. “No” was the clear leader for the first few months of the year, but “mine” is making an epic comeback as my son claims possession of nearly everything (his b...
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By Sam Swift, CFA, CFP® Every once in a while it’s helpful to check in on the markets; not as a way to predict the future but as a way to better understand what we all are investing in. After all, though we don’t have control over market returns throughout our life it still matters […]...
By Lori Booth-Houle, CPA, CFP® Let’s face it—science isn’t always sexy. After all, when was the last time you heard of someone binge-watching the “NOVA” TV series on PBS? Sometimes our brains just want the sizzle, rather than the science. And I’ll admit that when I’m waiting i...
High in the foothills of the Pyrenees, Saint-Jean-Pied-de-Pont is alive with purpose. Backpackers of all ages, holding their pilgrim’s passports, fill the streets. By tradition, this medieval village is a starting point for the Way of St. James, a 500-mile sacred route across northern Spain. For o...
In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know...
By Lori Booth-Houle, CPA, CFP® “Age is not a particularly interesting subject. Anyone can get old. All you have to do is live long enough.” – Groucho Marx How much time do we each have to live? As planners, the reaction we get from clients if we do a retirement cash flow analysis and project ...
By Sam Swift, CFA, CFP® Well, hello there. How’s that for a catchy title? You may have noticed that there hasn’t been a blog posted in several weeks now. With various work and personal travel plus some extra responsibilities around the office, I haven’t been able to put pen to paper (or finge...
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