In 2017, just before Thanksgiving, a heartwarming story hit the news. A young woman from Philadelphia named Katelyn McClure had run out of gas on the highway and found herself stranded. Luckily, a homeless veteran named Johnny Bobbitt happened to be nearby, and in an act of selflessness, he gave [...]
Four steps to success for new graduates
It’s graduation season again. If you're entering the workforce—or know someone else who is—here are four ideas to help jump-start your financial life: 1. Managing debt: If you’re like most people, you may have student loans. And depending on how much you owe, you may be wondering how best to [...]
When the mind and the heart disagree
I'm sure I sound like a broken record when I say that the single most important part of an investment plan is asset allocation. While nothing in the world is guaranteed, you dramatically increase your chances for success when you have an effective mix of stocks, bonds, cash and maybe real [...]
The SECURE Act
When political parties set aside partisan bickering and agree on an issue, it's worth taking note. Such was the case last week when the House of Representatives voted 417–3 in favor of a bill known as the SECURE Act. This legislation would represent the most significant set of changes to retirement [...]
Not-so-identical twins
Last year I wrote about Brook and Robin Lopez, twin brothers who both play in the NBA. In that case, I was drawing a parallel to investments that appear identical but have significant differences once you scratch the surface. In recent weeks, I've been getting a lot of questions about another set [...]
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