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Many people think that financial planning is just for the wealthy. A recent New York Times article highlights some of the benefits that people at any income level can get from good financial planning.
"Embarking on a financial plan is like sailing around the world. The voyage won't always go to plan, and there'll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised." Our quarterly market review has some insight into what has happened in global financial markets thus far in 2018.
In the good old days of 2017, the stock market just went straight up. Lately things have been a little different. Here's an article from Dave Goetsch, Executive Producer of The Big Bang Theory, on how his perspective on market ups and downs has changed since the 2008 stock market market downturn.
Talk to your teen about college and their future, a guest post on Ann's blog.
Why is the stock market surging, post-election? from the New York Times
Analysis of Yellen's Aug. 26 speech from Bloomberg
Thoughts on Brexit from Dimensional
Estate planning lessons from Prince in the New York Times
The Labor Department's new fiduciary rule in the New York Times
Talking to your children about saving for retirement on BlackRock's blog
What are these bank living wills, anyway? From CNBC