financial literacy

There Has Never Been a Better Time to Be a Young Investor

This past week I had the privilege of setting up a Roth IRA for the daughter of a client. She is 19 and has her whole life ahead of her. What a great time to explain the basic principles of investing. The trick was how to do it. Concepts such as retirement couldn’t be more…

Sudden Wealth Often Disappears

Many people who find themselves with an unexpected large sum of money often lose it all. While money can solve many problems, it provides little value if its owners are not prepared to receive it. While this unexpected windfall may seem like a blessing it all too often becomes more of a curse. Often those…