Monthly Archives: February 2016


Are your mutual funds missing the mark?


Benchmarking has become a standard practice for investors especially with the proliferation of mutual funds on the market all vying for attention. But can this method of evaluation provide investors with the kind of information that can properly guide their investment choices over the long term?

Finance lessons for your teen

Just as our parents and grandparents of the Great Depression era developed deeply ingrained attitudes about finances from their experience, our teens can share in the lessons of today’s “great recession” generation. The first step is to make your teen a partner with a stake in the family financial enterprise.