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    Lessons from a thief

    Recently I got robbed...

    July 21, 2022
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    Let's Give Teachers a Break

    What changes do we really need to teach our kids financial wellness?

    July 6, 2022
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    The Management Tip that Could Change How You See Money

    One tip for managers can help change how you look at your finances.

    June 16, 2022
Finance Basics: "Past Performance Does Not Guarantee Future Returns"

Finance Basics: "Past Performance Does Not Guarantee Future Returns"

By Administrator / Jun 18, 2021

Why do companies keep saying "Past Performance Does Not Guarantee Future Performance"? The reasoning and uses of this powerful phrase....

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Posts

  • Post image
    Lessons from a thief

    Recently I got robbed...

    July 21, 2022
  • Post image
    Let's Give Teachers a Break

    What changes do we really need to teach our kids financial wellness?

    July 6, 2022
  • Post image
    The Management Tip that Could Change How You See Money

    One tip for managers can help change how you look at your finances.

    June 16, 2022
  • Post image
    How to react to a bear market

    Many people are experiencing their first bear market. How they react can tell you a lot about how sophisticated of an investor they are.

    May 23, 2022
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    Are you asking the right questions? Risk and reward in the stock market

    When making investment decisions, it's important to ask the right questions. So, are you?

    May 13, 2022
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    Savings I Bonds -- A Powerful Way to Save

    In these times of high inflation, one powerful tool is giving you stock market level returns with incredibly low risk!

    May 2, 2022
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    An Ode to Savings

    Savings is the unsung hero in finances. So let's sing its praises!

    March 10, 2022
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    On the War in Ukraine

    With Russia invading Ukraine, Bob Schumann sent this letter to clients of Plan & Act.

    February 25, 2022
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    Friends don't let friends buy crypto

    Crypto has caught many people's imagination. However, history tells us that its promises are smoke and mirrors.

    February 17, 2022
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    What makes finances so hard to learn?

    Finances can feel impossible to learn. Ever wonder why?

    February 10, 2022

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