When in a meeting recently, I was explaining to a client a quick way to think about varying rates of return – the Rule of 72.  The client wasn’t familiar with it – so I thought a few of you may also wish to learn more about this simple but effective formula. It’s called the […]

Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]