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The Chart Room

Bloomberg Update on the Fiduciary Rule

As defined by Investopedia.com, the Fiduciary Rule states that financial advisors must act in the best interest of their clients and put the interests of their clients ahead of their own.  This rule, issued in 2016 by the Department of Labor, has come under review.  Bloomberg’s recent article on the topic written by Katherine Chiglinsky outlines the history, importance and current state of the Fiduciary Rule.

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Hearts, Minds and Money: Maximizing Charitable Giving

Why do people give to charity?  How do people choose which charities to support? Knowledge@Wharton recently interviewed Wharton Professor Deborah Small regarding her current research on charitable giving.

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Money Habits Are Set by Age 7. Teach Your Kids the Value of a Dollar Now

Author and finance commentator Beth Kobliner recently teamed up with Making Sense on the PBS NewsHour to look at financial habits and the importance of financial literacy.  According to Kobliner, parents should make conversations about money part of everyday dialogue from as early as age 3.

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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.

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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.

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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.”

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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.

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Five Ways to Hard-Wire Children for a Lifetime of Giving

During the holiday season, many families look for ways to incorporate charitable giving. Writing for Reuters, Chris Taylor explores ways to pass along the importance of philanthropy to the next generation.

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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?”

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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.

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