July is traditionally the time for vacations, and I did take a short one. But some other time away put way more perspective on markets, portfolios and financial plans. Early in July, I accompanied my daughter as a co-team leader on a church youth group mission trip. Our destination was not far, just to New […]
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, […]
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 […]
On March 28th, Kulig Financial Advisors sponsored the Women’s Business Owner’s Night of Comedy. The Night of Comedy features comedians for what is an enjoyable night of laughs, with proceeds to support Homework House Holyoke, Smart Girls/Boys Club Westfield, and Holyoke Career Closet. The event will be on again next year. For tickets and more […]
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 […]
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 […]