Archive for April 2013

Too Many Ways People Continue to Not Be Money Smart

Apr 21st, 2013 | By | Category: Financial Smarts

The “Financial literacy programs are well worth the time” article in the Sunday, 4/21/13, Chicago Tribune by Gail MarksJarvis caught my eye as the article to discuss in my Monday Current Comments blog today.  This week being Money Smart Week, a week dedicated to enhancing financial literacy, globally and nationally, made commenting on this article […]



Top 10 Reasons to Love Saving For Retirement (Without Living Like a Pauper or Winning the Lottery) + Gail MarksJarvis YouTube Interview

Apr 19th, 2013 | By | Category: Financial Smarts

I loved this book—in fact, the first quote of these 10 quotes below from Amazon.com Customer Reviews is mine.  I liked this book so much that I also interviewed the author, Gail MarksJarvis, in a YouTube video entitled  How to Save for Retirement…without suffering.  (http://www.youtube.com/watch?v=kMQghydRTZQ)  My  favorite topics in this video are: Why today you […]



$10 Million Rube Goldberg Project, $600 in prizes Scavenger Hunt = Being Money Smart is Fun

Apr 17th, 2013 | By | Category: Financial Smarts

The $10 Million Rube Goldberg Project video so neatly illustrated how saving money doesn’t have to be hard and that it could actually be quite fun, which was a great way to start today’s Kickoff Event for Money Smart Week. Another fun element added to the Money Smart Week roster this year is The 2013 […]



Social Media as a New Signaling Device

Apr 11th, 2013 | By | Category: Career Growth

After looking at the sample statistics and numerous examples of the over 13,000 Boston region investment management professionals currently present on LinkedIn, attendees at our workshop on “Hello—It’s Your Career…So Create the Correct Social Story” had the following comments in response to being asked if they thought social media is the new signaling device. Before […]



The Fearful Investor

Apr 1st, 2013 | By | Category: Financial Smarts

“Why People Still Hate the Financial Industry,” in the latest edition of The CFA Institute Magazine, describes how in this premier money management association’s most recent survey of its members that: 98% of the nearly 7,000 responding CFA Institute members acknowledged a serious lack of trust in the finance industry with 74% of those same […]




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