How to Choose the Best College Savings Account
After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year‐end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider. Each has its own advantages and disadvantages. This article [...]
Financially Savvy Traveling
While traveling in Costa Rica this summer, I realized that there are many ways to make an international vacation slightly less expensive. […]
Is the Stock Market Rigged?
Recent media related to Michael Lewis’s new book “Flash Boys” and an opinion piece in the New York Times titled “The Hidden Cost of Trading Stocks” might cause the ordinary investor to wonder if they should even bother investing if the playing field is so uneven. […]
How to Be a More Successful Investor
I recently moderated a panel on behavioral finance for the Financial Women of San Francisco. It’s a relatively new field that barely existed when I was in business school in the late 90s. Its basic premise is that people make irrational financial decisions due to their human biases. […]
Financial Planning Tip #1: Invest in Yourself
I recently wrote an article summarizing my top 10 financial planning tips for success. The impetus behind the article was being asked to speak at my business school reunion at UC Berkeley. I have decided to explore each of the tips in more detail in subsequent articles. […]
Top 10 Financial Planning Tips for Success
In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address. […]
Cash Flow Is King
There is an old saying that “Cash is King”. Its origins are unclear, but it has been widely used in reference to the tendency of companies and households to hold excess cash in times of uncertainty or distress to preserve flexibility. […]
How to Structure Allowance for Your Kids
I recently responded to a post on my local mothers’ club blog on the topic of allowance and decided others might have similar questions. The original post was from a mom of a 7-year old who wanted to start an allowance, but was uncertain of the parameters to put on it. […]