• 781-740-1199

Skip to Content

The Chart Room

Helping Women Over 50 Face Their Financial Fears

This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

Read the Article

What Is the Future of Impact Investing?

The popularity of impact investing is on the rise. Impact investing is a strategy that allows one to invest in products that combine the goal of financial gain with positive social impact. To better understand this investment method, Kellogg Insight recently interviewed David Chen, chairman of Equilibrium Capital Group and adjunct professor of finance and program director of impact investing at the Kellogg School at Northwestern University and Amit Bouri, CEO of the Global Impact Investing Network.

Read the Interview

What Lin-Manuel Miranda Wishes He Had Known About Money in His 20s

Debt need not always have a negative connotation. In fact, to cultivate a healthy credit score, one must show the ability to handle debt.  Rather than fall into the trap of acquiring too much debt, many millennials shy away from credit cards and other debt instruments. Broadway star Lin-Manuel Miranda recounts his relationship with debt in this article published in the Washington Post.  Debt is not an enemy. As Alexander Hamilton once said, “A national debt, if it is not excessive, will be to us a national blessing.”

Read the Article

Warren Buffett Bet $500K That Hedge Funds Couldn’t Beat a Vanguard Index Fund

Nine years ago, Warren Buffett gave the hedge fund world a challenge. He took a gamble that an unmanaged S&P Index Fund would out-perform a collection of well-managed hedge funds over a 10-year period. Was he right?

Read the Article

You’ll Probably Live to Be 100. Here’s How You Need to Prepare For It

On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

Read the Article

What History Tells Us About Your Investments in 2017

Writing for the Washington Post, Barry Ritholtz takes a look at historic market trends. How did the market react after past Presidential inaugurations? What have the bond markets done in the past? What can the CAPE ratio show us?

Read the Article

It’s Time to Ignore Advice About Which Stocks to Buy in 2017

Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

Read the Article

For Millennials, Adulthood Now Defined by Financial Freedom

Writing for Reuters, Bobbi Rebell examines the financial goals of the Millennial generation. What type of financial education is available to this generation to prepare them for the “real world?”

Read the Article

 

Do Your Investments Actually Help You Reach Your Goals?

Certified Financial Planner, Carl Richards, contributes a weekly blog to the New York Times. Famous for his napkin drawings, he provides insight into the field of behavioral finance. Recently, he looked at the importance of matching investment strategy to personal goals.

Read the Article

Zen and the Art of 401(k) Maintenance

How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

Read the Article