Accounting/Consulting

Here's a simple way to help teach your kids complex financial lessons

Here’s a simple way to help teach your kids complex financial lessons

When I was in my late teens, my mother gave me two worn blue passport-sized notebooks containing the details of my investment accounts on deposit. I had no idea what to do with it, but it didn’t matter, because the accounts were empty anyway. Maybe for the best, because I’m pretty sure my assets wouldn’t …

Here’s a simple way to help teach your kids complex financial lessons Read More »

Here's a simple way to help teach your kids complex financial lessons

Here’s a simple way to help teach your kids complex financial lessons

When I was in my late teens, my mother gave me two worn blue passport-sized notebooks containing the details of my investment accounts on deposit. I had no idea what to do with it, but it didn’t matter, because the accounts were empty anyway. Maybe for the best, because I’m pretty sure my assets wouldn’t …

Here’s a simple way to help teach your kids complex financial lessons Read More »

"She never explained anything": I am an elderly person and I lost $100,000 on the stock market this year.  Can I sue my financial advisor?

“She never explained anything”: I am an elderly person and I lost $100,000 on the stock market this year. Can I sue my financial advisor?

I am a senior citizen and I suffered significant losses in the range of $100,000 during the recent stock market turmoil. Can I sue my financial advisor? I understand the dynamics of the market in terms of its ups and downs, and I’ve weathered them before. However, it has been different with the market over …

“She never explained anything”: I am an elderly person and I lost $100,000 on the stock market this year. Can I sue my financial advisor? Read More »