What caught my eye this week. I belatedly enjoyed Dumb Money on Netflix this week. Finumus put me onto it as a chaser to the story in my Active Antics links below about the Canadian who made and lost $300m trading Tesla options. Dumb Money is hilarious (whereas that second story is almost tragic) but … Read more
123rf Taking control of your finances doesn’t have to be a drudgery. With the right money management activities for adults, you can transform your financial habits while having fun. These 10 engaging activities are designed not only to educate but also to entertain, helping you to build a stronger, more positive relationship with your money. … Read more
Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about … Read more
Judy Roy. File photo. by JUDY ROY A motherless boy in a grown man’s body, Bill never misses a community meal. Server, dishwasher, eager team player, he sparks the kitchen crew. Last week a guest stopped to thank the cooks, spotted Billy, gave him a hug. He wrapped her in his powerful arms, swaying back … Read more
My family has just been through a hard time. Mother, mum, is old and losing her faculties. My brother is her full-time carer and recently organised the sale of her house. Funds were finally transferred into her bank account, and that’s where the trouble started. My brother isn’t young and, in the spirit of trying … Read more
