Chance Meetings with Financial Luminaries

Returning home from a west coast trip, I was amazed to see a famous economist. Who should board our plane other than Dr. Robert Schiller, Yale economist, author, and co-developer of the Case-Schiller Indexes. For more on his many accomplishments, see http://www.econ.yale.edu/~shiller/. I whispered to my daughter that we had a famous economist on the plane, […]

View full post

Financial Literacy Events in Western Massachusetts

Some local readers may be aware of Baypath College’s financial literacy program called Financial Pathways, which offers a series of speakers who are experts in personal finance. It is a great program that I have taken clients to in the past if they are interested in doing some learning on their own. The talks are […]

View full post

A New (to me) and Interesting Non-Profit

Some of you know that in my off hours, I engage in musical activities as a cellist. In a nice start to the New Year, I was asked to play as part of a baptismal ceremony for a newborn whose father had composed the music. This was actually the second time I got to do […]

View full post

Become a “Finance Smarty Pants”

On a light note, I had to smile when on a recent trip to Disneyworld with my family, we encountered The Great Piggybank Adventure (“Become a Finance Smarty Pants”). Sponsored by T. Rowe Price, it is a hands-on game teaching the basics of setting financial goals, saving, inflation, and diversification. Despite the fact that finances […]

View full post