Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness
Federal student loan forgiveness in exchange for working in public service is an attractive benefit and can be well worth the effort. Wealth Advisor Becca Craig offers some insight on navigating the program's many complexities. Read more
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The Foundational Aspects of Planning Your Legacy
Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more
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What’s First with Your Next Dollar: Investing or Paying Off Debt
Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. Read more
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Are You a Hole-in-One Investor or a Scratch Investor?
Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game. Read more
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The Fear of Offending
Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more
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Getting Back to the Basics by Getting the Definitions Right
The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won't do. Read more
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Should You Worry About an Inverted Yield Curve?
Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn't either. Read more
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Money and Marriage: The Financial Plan for Marital Bliss
Marriage means saying "I do" to a shared financial life. To help you and your future spouse get on the same page about where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation regarding money. Read more
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A Second Quarter Review of 2019 ‘Sure Things’
In his latest quarterly review, Larry Swedroe tallies up how 2019's "sure thing" market and financial forecasts have fared through the year's halfway point. Read more
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How to Craft a More Fulfilling Vacation Using Insight from Business and Investing
Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Read more
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