Our colleague and Operations Manager Alex Kania explains how a newer development in Artificial Intelligence, called a Large Language Model, works- and how you can make I work for you …
Our colleague and college specialist Donna Cournoyer shares her thoughts on the shake up at the Department of Education, and what it means for colleges and universities, and students When…
For some, tariff “is the most beautiful word in the dictionary.” But not for all. Beauty is in the eye of the beholder. Below is a table that summarizes the…
Our January Market Update highlighted “beneath the surface” turbulence in the financial markets. In February, that turbulence emerged, pushing stock prices lower – and pressure accelerated into early March. The…
Private College Scholarships: The Search is Worth It
Our colleague and college specialist Donna Cournoyer contributed the following update for college planning Searching for private college scholarships is not always viewed as an effort with a lot of…
James Clear has a seemingly simple life thesis: changes that seem small and unimportant at first will compound into remarkable results if you’re willing to stick with them. He learned…
Our founder Susan Moore contributed the following update for Medicare planning The Medicare Advantage Open Enrollment Period (MA OEP) is currently underway and runs from January 1 to March 31, 2025. This is…
For most of us, when markets go down, anxiety goes up. And since markets haven’t gone down substantially for some time, it’s possible that angst is waiting in the wings…
January 2025 Market Recap: Tech & Tariffs Turbulence
Stock and bond market performance for the first month of 2025 was pleasing. Foreign stocks gained 4.8%, US small company stocks climbed 3.9%, US large company stocks went up 2.7%,…
Researcher Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, recently published How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. In the book, Benz interviews…
