As with so many areas of our lives, education has been turned completely upside down as a result of the COVID-19 pandemic. Governments, school administration teams, teachers, parents, and students are all dealing with unprecedented change and uncertainty – even as many states are already in the process of attempting to reopen universities, colleges, and K-12 schools. In this issue of Top Reads, we’ve included a number of perspectives on the changing face of education in the midst of massive disruption.   Education, Meet Disruption The Coming Disruption Author and entrepreneur Scott Gallow ..read more

We are now several months into the pandemic which has slowed economic activity and in-person social events. Many school districts across the country remain closed and record numbers of Americans are working from home or unemployed. While many expect schools to reopen in September, having kids at home for months on end can be a challenge. Below is a list of entertaining and educational resources if you’re struggling to keep your kids occupied. And while you’re at it, consider this suggestion from Harvard Business Review on ‘bundling’ activities so you can make time to connect with your adult fr ..read more

With no clear ending in sight, the coronavirus crisis continues to unfold around the globe bringing with it a significant economic impact. In a time of uncertainty and anxiety, this month’s collection of Top Reads is intended to deliver valuable resources to support your financial and emotional wellbeing. Wealth management experts share insights on investments, taxes, and how and where to find government aid and assistance if your income has completely dried up. Shahar Ziv from Forbes reminds us that each of us has a role to play in supporting those that will be hit hardest financially. As thi ..read more

The excitement of the holidays is upon us! However you celebrate, we hope you’re taking a well-deserved break and spending time with family and friends. While most people look forward to the holidays, it’s not uncommon to feel a good amount of stress this time of year. Between travelling, coordinating, shopping, cooking, and visiting, it’s easy to get swept up in all the activity. Before you set your out-of-office alert, take a moment to review the articles below for tips on getting the most out of your time off and spending it in a way that is meaningful to you. For more articles like this, c ..read more

No one likes to make mistakes, especially when it comes to our finances. But even the most financially savvy among us has made financial missteps over the years. In this edition of Top Reads, Barry Ritholtz explains why it’s so important to learn from our financial mistakes and move forward, Forbes shares a list of eight retirement mistakes you’ll want to avoid, and Ric Edelman discusses the five most important biases we have when it comes to investing. In the personal interest section, author Rob Walker encourages us to exercise our attention muscles to help foster entrepreneurial success and ..read more

This week’s Top Reads are all about challenging conventional thinking in order to be successful. From saving for retirement, to beliefs about time and money, to second opinions on your portfolio, these articles may change the way you think about your finances and your business. In the personal finance section, Russ Thornton shares why oversaving for retirement can be detrimental, Jeremy Walter argues that time does not always equal money, and James D. Harrington discusses why hiring multiple investment advisers can cause “diworsification” of your portfolio. In the personal interest section, Ad ..read more

This week’s top reads are all about the important stuff! From how to discuss money with your children to creating healthy spending habits, while keeping your happiness at the forefront. In the personal finance section, Jonathan Clements encourages us to get off of our hedonic treadmills and work toward true happiness, Chris Creed explains how wealthy parents can raise fiscally responsible children and John Wasik shares how we can use financial planning to prevent us from overspending due to FOMO. In the personal interest section, Poul-Erik Tindbaek talks about what matters most in retirement a ..read more

So much of the financial media is focused on more: increasing investment yields, growing net worth, saving as much as possible for retirement. And while these are well-intentioned pursuits, it’s important to maintain a sense of balance in financial matters, or face consequences such as burnout or neglecting other important priorities. This week’s collection of top reads is all about finding balance, financially and professionally. In the personal finance section, Nick Maggiulli challenges us to find our Goldilocks Zone of personal finance, Tim Maurer discusses the student loan crisis and how P ..read more

In this week’s Top Reads, we look at the relationship between money and happiness. In the personal finance section, Sam Horn uncovers the fear that many people associate with retirement and shares how to overcome it, Tony Isola explains how you can use your money to ‘buy’ happiness, and Robert Powell discusses study findings on how to have a happy retirement. In the personal interest section, Deep Patel shares Richard Branson’s eight tips for finding balance for success and happiness, and Ryan Robinson discusses the toxic role that perfectionism can play for entrepreneurs. For more articles li ..read more

The end of the school year is fast approaching, so this week’s top reads are all about students and financial literacy. To kick us off, Michael F. Kay reveals a surprising statistic on how many parents are uncomfortable talking to their kids about saving for college and shares some resources to help you start the conversation. Ann Carrns of the New York Times discusses the renewed interest in teaching financial literacy in high school, and Laura Adams shares six money tips for recent college grads that they can apply now for a lifetime of financial success. Also, Tony Isola uses a new investin ..read more