Archive | Money

John ~ 19 June 2010 ~ 10 Comments

up in the air

up in the air

Patient readers have endured my rambling about wealth management and Abby’s meditation on Dora and aging, and you are thinking: where is the main attraction? I will try to remedy this. One of the fun things about the small town atmosphere is the variety of small town things to do. We already wrote about Fiddle [...]

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John ~ 12 June 2010 ~ 14 Comments

what John’s been up to

what John’s been up to

Wow. It’s been over two months since I wrote a blog post—how neglectful! Well, my excuse is that April and May, even when they aren’t compromised by a sudden relocation to another part of the country, are really crunch-time for CFA Candidates preparing for their exams. That’s the Chartered Financial Analyst program, for those those [...]

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John ~ 15 March 2010 ~ 14 Comments

march madness

march madness

Hey, it’s time to beard the dragon and get a big catch-up post done. The big six-month mark has already come and gone! We do have an excuse for not posting, but you have to get past our backlog of cute pictures before you can read what it is. Valor loves solid food! When he [...]

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John ~ 23 October 2009 ~ 9 Comments

sun, sun, sun, here it comes

sun, sun, sun, here it comes

As a financial advisor, I take a lot of enjoyment out of finding smart things to do with money. Roth IRAs are smart. 401(k)s with employer matching is smart. Flexible Spending Accounts are smart. But this fall, I may have found my hottest investment investment idea ever. (And by hottest, I mean that it has [...]

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John ~ 08 October 2009 ~ 11 Comments

hard to impress

Evie wrote: Have you tried discussing physics or a bit of chemistry with him? No, not yet. But we do try to keep him well-rounded, and sometimes we’ll just read to him whatever we have sitting around. In this case it was a prospectus for Pax World Funds. I love the contrast between Abby’s enthusiasm [...]

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