2018 and older

August 13, 2018 Last week marked a new milestone in the history of the stock market.  Apple (AAPL) on Thursday became the first publicly traded company to reach a valuation of more than $1 trillion.  Apple is followed not far…

August 6, 2018 Do you keep your kids in the dark about your family’s money, or have you given them a flashlight so they can begin to find their way? It’s an important question to consider. Several recent events have…

July 30, 2018 This past week I was sitting in my car at a red light when I noticed something whiz by me heading in the wrong direction. After checking my rear-view mirror, I realized that it was someone riding…

July 23, 2018 The 2018 World Cup concluded last Sunday with France’s “golden generation” hoisting the trophy for the second time in the tournaments history.  I, for one, already miss the World Cup.  Although the United States men’s national team…

July 2018 Markets in 2018 have brought contrast to the prior year. 2017 was a trek “up and to the right” for most financial markets. Except for some drama in the energy sector, most asset classes enjoyed relatively smooth and…

July 16, 2018 Once upon a time those achieving success through the accumulation of wealth were generally admired, and even envied. Over more recent years that same group has increasingly faced criticism to the point of derision, unless of course…

July 9, 2018 Our firm is committed to helping young people increase their understanding of money and investing. This is best illustrated by the annual program we run each summer at Cambridge in the UK. Recently we were lucky to…

July 2, 2018 Over the weekend, I called my teenage sister to wish her happy and safe travels during her upcoming adventure in Germany, where she is going to spend a month abroad in an exchange program. This might not…

June 25, 2018 I love to watch old black and white film classics. Early Bogart or Jimmy Stewart movies have really stood the test of time. I am a sucker for financial classics too. They provide a surprising amount of…

June 18, 2018 Shareholders of S&P 500 companies are receiving an unprecedented level of payouts following a surge in dividends and stock buybacks.  Recently S&P Dow Jones predicted that “total shareholder return” [which covers share buybacks and dividends] for the…