The Chart Room

Many parents look for guidance when they want to teach their kids about fiscal health and responsibility. The New York Times recently provided an adaption of Ron Lieber’s work which makes some suggestions on how to approach this important topic.

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Does the question “how much money do you make?” leave you feeling uneasy? You are not alone. Carl Richards’ recent article in the New York Times uses this question to explore personal financial decisions and our relationship with the concept of wealth.

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In his latest blog entry, Dr. Mark Mobius, executive chairman of Templeton Emerging Markets Group, offers his insight into the current volatility of the global marketplace. Using behavioral finance and traditional finance theory fundamentals, Mobius posits the benefits of holding fast to long-term investment goals in the face of a period of uncertainty.

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While the economy slowly improves, the unemployment rate is coming down, incomes are rising and sales are increasing, there is still great concern about the future. However, as Rex Nutting writes in this MarketWatch article, optimism may be on the rise.

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Perspective is everything. David Brooks of the New York Times puts together this well written Op-Ed which reminds us that despite what we may be told in the headlines, we are at at time when the world is becoming an increasingly better place to live. He argues that, “Instead of sliding into fatalism, it might be a good idea to address our problems without exaggerating our plight.”

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In this Morningstar video, financial planner, Michael Kitces, offers some guidance on how to be prudent and flexible with your retirement spending. His advice, create a withdrawal policy statement to help you stay on target.
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Here is a little something for all our soccer fans!
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‘Tis the season! Are you looking for the perfect gift for a recent graduate? The Wall Street Journal offers some timely advice.
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More insight on behavioral finance from Carl Richards.
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