It’s More Than Money

Fiduciary School Bus Drivers

Seven years after the Obama Administration proposed a fiduciary rule to protect investors’ retirement accounts from conflicted advice, the DoL Fiduciary Rule finally went into effect June 9, 2017. What does that mean for investors? Imagine a world where no school system owns their own buses. All busing has been privatized and the DoL Fiduciary

Keeping Track of Surprise Joys

May 10th - "Received 'Happy Birth Month' wishes out at dinner with friends" May 11th - "Got up early just to see the sunrise. Beautiful!" May 12th - "Saw a young Eurasian Eagle Owl in person! Still fluffy!" Some of our best friends surprised Jonathan and me with an invitation to join their family on

Financial Industry Lost in Translation

Petanque Pétanque is a Bocce-like game that is fun-loving, raucous and peasant-inspired with large doses of heckling the opposing team. This winner-take-all game includes bragging rights and the losing team furnishes Veuve Clicquot champagne. Below I will show you our discovery of this game and how it often relates to financial literacy. Petanque Discovery Through