So that’s what market volatility feels like! It had been a while since we’d had dramatic swings in stock markets across the globe, but these past two weeks have been a reminder of how volatile markets will be from time to time. U.S. stocks returned just over 21% last year. As measured by the Cen...
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Imagine a person who always, in every circumstance, makes rational decisions with his money. He saves when he ought to and spends exactly as he should spend, in order to maximize the “utility” of whatever wealth he happens to possess. He defers gratification with ease. When he invests, he ...
High in the foothills of the Pyrenees, Saint-JeanPied-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 ov...
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...
By Lori Booth-Houle, CPA, CFP® Imagine an alternate universe, in which Fred Flintstone is divorced from his first wife Wilma and then remarries. He dutifully updates his revocable trust document to allocate a portion of his estate to Pebbles, his daughter from his marriage to Wilma. The remaind...
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...
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