The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]
Some eco-friendly habits require a big investment, like installing solar-panels on your roof or trading in your car for an electric vehicle. But, there are plenty of simple habits that we can easily implement to start living greener today. Here are nine easy ways to adopt a more eco-friendly lifestyle right now. 1. Try a […]
As financial advisors with nearly four combined decades of wealth management experience, we’ve seen firsthand the challenges that money management and personal finance pose for consumers. Whether it’s saving for retirement, funding the cost of education, paying down burdensome student loans, or establishing an emergency fund, money is the second most common cause of stress […]
International Women’s Day is March 8. It’s a day that resonates with me personally as a terrific opportunity to reflect on my own career journey, as well as honor those women who have blazed a trail for current and future generations of female leaders. When I was beginning my career in North Carolina, there were […]
Whether you’re content with your current financial situation — and want it to stay that way — or aiming to increase your wealth, learn the secrets that keep wealthy people on top, both financially and professionally. 1. Be Prepared It may be hard to grasp the fact that you’re putting money aside for 20, 30, […]
In an effort to better serve struggling urban areas, JPMorgan Chase (JPMC) aligned its corporate responsibility efforts with its foundation giving to launch AdvancingCities. The initiative leverages the bank’s many resources — people, data, connections, and strategic insights from the JPMorgan Chase Institute — to form collaborations with influential civic organizations to help transform blighted communities. […]
For its 10th year, Chicago’s premier investment conference, Invest For Kids, welcomed a group of 11 elite investment managers to give rapid-fire presentations and engage in conversation. More than 1,000 guests across financial services were in attendance, including asset managers, hedge fund professionals, and students. The 2018 Forum, held Oct. 24 at the Harris Theater, celebrated […]
Make It Better hosts an annual Money, Values and Impact summit bringing together some of the greatest minds in the financial world to discuss how we can maximize social impact with every investment. At the 2018 summit, the evening’s keynote presentation, “Conversation Around Values & Money,” was given by Kathy Roeser and Carla Harris of […]
As the proud mom to 6-year-old twins, I can tell you that being a parent is one of the most wonderful gifts imaginable. However, in a society where it seems like the cost of tuition is continually on the rise, saving for and affording a child’s education has become an increasingly heavy burden for parents. […]
It is a difficult subject to think about, but as those we love age, some begin to experience cognitive decline, and once-routine financial tasks, like paying bills and keeping up with bank statements, can to become increasingly challenging. The onset of cognitive decline does not necessarily mean that mom and dad require full-time help, but […]
