The Chart Room

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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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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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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With the passing of Prince last week, the world lost another cultural icon. Surprisingly, Prince died intestate, or without a will. His estate will now go through probate. It is surprising that such a super-star would not have planned for his estate, however, he is not the only celebrity to pass without a will.

Who Stands to Inherit Prince’s Estate

17 Famous People Who Died Without a Will

Writing for the New York Times, John List examines healthy habits of long-term investors. If you have a long investing horizon, your best strategy may not be to over-analyze those monthly statements.

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Writing for the New York Times, David Levine looks at the logistics of a portfolio invested 100% in stocks.

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Richard Thaler of the University of Chicago’s Booth School of Business explores behavioral economics in this recent article published by the New York Times. In particular, he looks at retirement savings and how behavioral economics can be used to encourage people to save more.

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Writing for the New York Times, Tara Siegel Bernard provide us with the history of the 4% retirement spending rule, how it came to be, and its relevance today.

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Just how financially savvy are we as a global society? A recent study examining financial literacy conducted by Olivia Mitchell and Annamaria Lusardi was highlighted by Knowledge@Wharton. Their findings may be surprising to some and highlight the importance of financial education.

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Will 2015 be as bright as predicted in this recent article by The Economist? With GDP growth on the rise, record highs for the Dow Jones and cheaper oil prices putting dollars back in the pockets of average consumers, there could be reason to celebrate.

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