Financial Readiness – My 5 Stages of Grief
My personal bank – which also offers insurance and investments – recently invited me to discover my ‘Financial Readiness’ score, available in five minutes by
My personal bank – which also offers insurance and investments – recently invited me to discover my ‘Financial Readiness’ score, available in five minutes by
Since I like to write about finance, all of real life is merely raw material for finance lessons, so I beg your pardon while I
A wise man wrote about investing: “performance may come and go, but costs are forever.”[1] Let’s explore a bit how big these cost difference really
This past month I taught an adult education course on investing. I began the first session with a discussion of the following question: “What are
In my favorite movie of all time, Rob Reiner recalls the two-word alliterative review of Spinal Tap’s unsuccessful second album “Shark Sandwich,” as simply “Shit
Mutual funds and exchange traded funds (ETFs) do pretty much the same thing, which is allow an investor, with a single purchase, to own a
I founded Bankers Anonymous because, as a recovering banker, I believe that the gap between the financial world as I know it and the public discourse about finance is more than just a problem for a family trying to balance their checkbook, or politicians trying to score points over next year’s budget – it is a weakness of our civil society. For reals. It’s also really fun for me.
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