Develop Financial Character

Becoming Certain: Monte Carlo Analysis

You’ve probably heard of a SWOT analysis before. It is the process of identifying the Strengths, Weaknesses, Opportunities, and Threats likely to result from different choices and actions.

Becoming Future Focused: The Future of Money

A few weeks ago we learned about the history of money and how we got to where we are today. Now, we get to spend time thinking about the even more intriguing idea of how money might look in the future! If you’ve ever traveled abroad, say to Europe, you might notice that coins are used frequently for payment. This is an [...]

Becoming Thankful: Gratitude with Money

This is the time of year when everyone likes to share what they are thankful for.

Becoming a Bridge: School Planning

Earlier this year, in March 2019, we saw stories of scandals in which celebrity parents were breaking rules to get their children into certain schools. We all want to ensure our children have the very best opportunities in life, but there are certainly better ways of accomplishing this! Today we are going to learn about [...]

Becoming Informed: The History of Money

We all use money almost every day. Maybe you pay with cash or receive a paycheck; maybe you buy something with your credit card or transfer funds electronically to your retirement fund.

Becoming a Shareholder: Stock Splits and Buybacks

You’ve been learning all about investing and money management and you’ve just picked out all the stocks you want to invest your money in. Congratulations! Now one of the companies you’ve chosen throws a curve ball and announces a stock split.   Uh-oh. What does that mean for you? Will it affect your investments? Today [...]

Becoming Clutch: Life Insurance

Around this time of year we often joke about (and even dress up like) scary things – witches, zombies, monsters, oh my! But this is a good time to also talk seriously about things that really matter when it comes to death and dying.What will happen to your family if you or your spouse were to die? Would they be taken [...]

Becoming Knowledgeable: Derivatives

It’s Halloween season, time to talk about something SPOOKY!

Becoming Wealthy: Wealth Formulation

When we work with clients, we say that we help with Wealth Formulation. But why should you "Formulate" your wealth? What does this mean?

Becoming a Lender: Loaning Money

Pretty much everyone has that friend or family member who is always asking to borrow money (or maybe YOU are that friend or family member). Maybe it feels nice to be recognized as doing well enough for yourself that you can spare some cash. And maybe you like helping people who need it! But if you’ve been on the [...]