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The Easiest Investment Concept

During an interview with a reporter last week, I was asked what I thought was the easiest investment concept to explain. It was a fantastic question that momentarily put me on my heels. I knew there was no single right answer, but I began racing for one while I ran downstairs to grab a cup[…]

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Are We Jerks?

They say socially responsible investing (SRI) and Millennials go together like participation and trophies. According to a 2018 Harvard Kennedy School study titled “Money, Millennials and Human Rights”, SRI is getting a boost from Gen Y’s demand to establish a greater link between their money and their values.  This increased demand, coupled with an alleged[…]

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The Bane of Wall Street

So, what’s your favorite story from the recession? Mine is when former Lehman Bros. CEO, Dick Fuld, got punched in the face at the gym. I still can’t believe someone did what everyone on Main Street was thinking. Did it put dollars back in the pockets of those who lost it all, or prevent the[…]

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Welcome to Default City

On Monday, there was this crazy article written by CNBC’s Annie Nova suggesting that more that 1 million people default on their student debt each year and, that 40% of borrowers are expected to default on their student loans by 2023! The article was based primarily on two different research papers. The more recent paper, titled[…]

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Behind the Scenes of “The Millennial Money Fix”

As many of you already know, The Millennial Money Fix was officially released on Monday. Heather and I have spent the last year and a half working on it, and as two working professionals and parents who commute to and from the city, we arguably bit off more than we could chew! However, we started[…]

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Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]