latestAugust 27, 2021

Mentoring Your Teens When They Invest in Stocks

Younger people have become an attractive market for investment firms. The ease of buying stocks by the slice (fractional shares) and mobile apps are reasons for those new to investing to become involv... more

July 16, 2021

If Money Talks, Shouldn't Couples Do the Same?

If I think we’ll all agree that good communication makes for a good relationship, whether that be between financial advisers and their clients, co-workers, friends or spouses. In my experience over th... more

April 30, 2021

Survey Shows Parents, Kids Are Talking More About Money

Are you talking with your children about money as often as once a week or more? That seems to be a new trend, according to the “13th Annual Parents, Kids and Money Survey” released last week by T. Row... more

February 12, 2021

Addressing Finances With Your Parents

A reader expressed concern about her parents, who have not shared information about their financial affairs with any of their children. She and her two brothers don’t even know if their parents have w... more

May 15, 2020

Mentoring Future Investors

When you were a child, did someone in your family talk with you about investing in stocks? I remember a grade school substitute teacher of mine telling the class about how she received a gift of Coca-... more

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