Could you use some free financial advice from a qualified financial planner? The NAPFA Consumer Education Foundation (NCEF), in collaboration with TD AMERITRADE Institutional and Kiplinger's Personal Finance magazine, will be helping Boston-area consumers make wise money decisions next week on May ... Read more

The IBM Institute For Business Value recently published a study on the global financial services industry. The report, "Toward transparency and sustainability: building a new financial order" makes a number of interesting points about how the financial markets industry will need to change in the ... Read more

At last I’ve gotten to the question I promised to address last month: how do different kinds of investments perform in inflationary environments versus deflationary ones, and is there any way to be protected against both risks? Read the full article ... Read the full post ... Read more

College graduation season, which lasts for several weeks, is upon us here in the Boston area. According to the National Postsecondary Student Aid Study (NPSAS), graduating seniors with educational debts carry an average debt load on the order of $20,000. More and more, college students are beginni ... Read more

There’s a continuing debate over the question of whether active mutual fund management (funds that buy in and out of the market, looking for stocks that managers believe will outperform the market) is capable of consistently beating passive management (buy stock indexes). Standard and Poor&# ... Read more

Are you still a little baffled about how the financial system came to be in such a mess? Here’s a very nice visualization of what happened (it's also the first video I've ever posted!) Read the full article ... Read the full post ... Read more

In recent years, health authorities have been urging that nations and businesses should prepare for the possibility of an avian influenza pandemic. Recent news of a serious swine flu outbreak in Mexico has prompted the World Health Organization to declare a phase 4 pandemic alert, meaning that th ... Read more

Last week I began a primer on ISOs and some of the tax implications of exercising them. I’d like to discuss some cases in which an ISO grant is employed in a manner that is “disqualifying.” Read the full article ... Read the full post ... Read more

It seems only right to take a moment for brief reflection on the occasion of our first blogoversary! Read the full article ... Read the full post ... Read more

A friend who works in the food services industry (thanks, BE!) responded to my post on restaurants by informing me that there's a wave of promotions going on in the food-eaten-away-from-home world these days. He notes that a number of restaurants have begun waiving extra charges for splitting a me ... Read more