Why do people go to a doctor? As well as we know our own health, we want the perspective and expertise of someone who has broad knowledge and deep experience. Often, even the most accomplished and successful people struggle with how to engage a financial professional. Whether you’re contemplating seeking professional guidance for the first […]
Established families are often in a position to make charitable contributions or serve on boards for various causes. In the course of philanthropic activity, there are several key questions that a substantial donor should pose. 1. What is the goal of your current capital campaign? Often a family feels passionate about a particular cause — […]
The world’s population is expected to increase by as much as 33 percent by 2050. In a few decades, there may be an additional 2.5 billion consumers utilizing the same essential resources we depend on today. At the same time, demand for these resources is expected to rise at an even faster rate, as people […]
When it comes to the nonstop news stream around business and finance (and the political influences that often drive both), it’s hard to stay on top of all the stories that matter — to our country and to your bottom line. Here’s your cheat sheet to this week’s top business and finance headlines. Week in […]
The birth of a child brings joy… and it brings challenges, with none causing more angst for most parents than the realization that in 18 years they could face a college bill to the tune of some $250,000 (in today’s dollars for a private institution). The statistics are sobering. Americans owe over $1.4 trillion in […]
Sometimes, investing in the stock market can feel so nebulous — where is your money really going and how is it being used? Dave Miller, a former finance and real estate executive, started seriously pondering those questions about a decade ago after he purchased some farmland in Iroquois County, Illinois. He converted the land to […]
A new year brings new opportunities to evaluate your financial habits and create goals for the coming year. Ensure you’re beginning 2016 on the right financial foot with these tips: 1. Make smart goals. We know you’re not making dumb goals, but truly smart goals are: Specific Measurable Achievable Realistic Timely For example, instead of […]
There’s no way around it — managing your personal finances is stressful. From 401Ks and Roth IRAs to credit reports and investment portfolios, there is a lot of information out there — none of it easily digestible. These seven apps make everything from budgeting to tracking spending to investing manageable, no matter what your knowledge […]
There’s no way around it — managing your personal finances is stressful. From 401Ks and Roth IRAs to credit reports and investment portfolios, there is a lot of information out there — none of it easily digestible. These seven apps make everything from budgeting to tracking spending to investing manageable, no matter what your knowledge […]
A growing number of people are concerned with the U.S. stock market, especially after the Dow Jones fell more than 8 percent in late August. It was alarming to see the index tumble thousands of points in a matter of days; but it does not mean that investing in stocks is a bad idea. The […]
