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Make Your Routine Routine

Following last week’s reported breach at Equifax (see Danielle’s blog on how to handle if you haven’t taken action yet), I wouldn’t be remotely exaggerating to say I’ve had more than 50 conversations that included someone saying something to the effect of. . . “I’ve...

Be Careful Out There!

A few weeks ago, my parents fell victim to the ‘relative in distress’ scam we shared in our TAAG guest blog. Using information they obtained on-line, scammers convinced my parents their grandson, Robert, had caused an automobile accident and hurt an elderly couple. ...

What is Your Stress Response?

What do you do when you are worried about money? My guess is that most of us haven’t given this question a lot of thought or ever paid attention to how our behavior changes, if at all.  I happen to think about it a lot.  Between a career spent on finance, down time...

Rolling with the Changes

Every year our Jones family tree comes together over the 4th of July holiday week to share hugs and conversation, and erase the physical and emotional distance that comes from living hundreds of miles apart from one another.  We look forward to this trip each year,...

Wikipedia, Investing & Fake News

Last week I attended the Morningstar Investment Conference, a gathering of financial advisors, economists, fund managers and others from the world of financial services in Chicago, IL.  The two and a half days are full of breakout sessions around investing, practice...