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Sally Brandon
Six Ways to Give the Gift of Generosity to Children and Teenagers

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In his New York Times column, Ron Lieber details how and why parents should put emphasis on generosity as a main tenet of their children’s upbringing. Continue reading

Tiny Houghton College Beat Harvard

Endowment Sweepstakes: How Tiny Houghton College Beat Harvard

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The endowment style approach to investing is catching steam! Recently, small liberal arts college Houghton beat Harvard in investment performance. Their secret: index investing. Read more on Houghton’s winning method in James B. Stewart’s full column for the New York… Continue reading

 
Seth Klarman Has Concerns About Indexing. We Don't.

Seth Klarman Has Concerns About Indexing. We Don’t.

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Seth Klarman is one of the few hedge fund managers praised by Warren Buffett. His Boston-based Baupost Group is famously tight-lipped and extraordinarily successful, currently managing around $30 billion. That puts him on par with the endowments of schools such… Continue reading

 
21 Questions to ask about retirement fees

The 21 Questions You’re Going to Need to Ask About Investment Fees

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Is your financial advisor acting in your best interest? That’s the question that New York Times columnist, Ron Lieber asks in this recent column. The answer might seem obvious, but the hard truth is that the people who handle your money may… Continue reading

 
Why Women Are having too much fun to retire

More Women in Their 60s and 70s Are Having ‘Way Too Much Fun’ to Retire

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Who decides when the fun has to end? For many women who love their jobs, the answer is – maybe never! Recently, Claire Cain Miller of The New York Times wrote an interesting piece about why, no matter their age,… Continue reading

 
Make Your Own Fiduciary Rule

Make Your Own Fiduciary Rule with Three Easy Steps

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Financial advisors should always act in your best interest. However, as of now, those who handle your hard earned retirement savings are not yet obligated by law to do so. With recent renewed interest in the U.S. Department of Labor’s… Continue reading

 
millennials coffee or retirement

Do Millennials Spend More on Coffee or Retirement?

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Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results… Continue reading

 
Jack Bogle: Despite Trump Trade Fiduciary Rule is Here to Stay, Illustration

Jack Bogle: Despite Trump, ‘Clients First’ Fiduciary Rule Here To Stay

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Jack Bogle, the visionary founder of Vanguard Group and father of index investing, has this to say about rumblings that the incoming Trump administration could kill the fiduciary rule: Don’t bet on it. Far from shrinking back, the Department of… Continue reading

 
Warren Buffett Advice When Markets Slip: Skimp on McDonalds

Buffett’s Advice When Markets Slip: Skimp On McDonald’s

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Iconic billionaire Warren Buffett is sitting in the driver’s seat of a Buick SUV, talking to the drive-through cashier at a McDonald’s. “I’ll have a Sausage McMuffin with an egg and cheese,” he tells the grinning young woman, who clearly… Continue reading

 
six-ways-to-give-the-gift-of-generosity-to-children-and-teenagers-the-new-york-times

Six Ways to Give the Gift of Generosity to Children and Teenagers

by

In his New York Times column, Ron Lieber details how and why parents should put emphasis on generosity as a main tenet of their children’s upbringing. Continue reading

 
Warren Buffett Trump Tweets

Warren Buffett’s Advice When It Comes to Presidential Transitions

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The 2016 election has come and gone, and now a new President sits in office. For investors, it is increasingly clear that we have a elected a person who is perfectly willing to use social media to express himself, even tweeting about… Continue reading

 
    

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