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Financial Literacy

The knowledge of properly making decisions pertaining to certain personal finance areas like real estate, insurance, investing, saving (especially for college), tax planning and retirement.

The Pros and Cons of Using a Robot as an Investment Adviser” 20160429 NYT
It is important to understand the services offered and the limitations compared to your needs and expectations.

Rethinking Money, Not as Good or Bad but as a Tool” 20150217 NYT

The Smart Way To Teach Children About Money” 20150202 WSJ
We need to do a better job of teaching our children about financial matters


Controlling Your emotions When Deciding What’s Affordable” 20141202 WSJ
What we can afford is not dependant on how much money is in the bank.  We need to align our spending with what we want in the future.

Picking the Right Mortgage” 20140704YSJ
A summary of currently available mortgage alternatives.

“Buffett’s 7 Best Books for Investors:2013” 20131218TA

Teach Your Children Well: Basic Financial Education 2013 March

SEC issues bulletin to educate investors about Exchange Traded Funds (ETFs)

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