Can Listening to a Baseball Game Help Quite Your Nerves

Paul FennerLifestyle

Growing up baseball was one of my favorite sports probably because it was a sport that really didn’t matter how big you were (I was pretty small growing up) and I loved trading baseball cards (my first foray into investing). Over the years though my interest in baseball has waned largely because the game has become so slow.  There isn’t … Read More

A Dozen Things I have Learned From…..

Paul FennerPortfolio Management

best college fit college planning

Two financial and investment bloggers that I follow on a regular basis are Barry Ritholtz and Ben Carlson.  Another blogger whose content that I also read is Tren Griffin.  Griffin runs 25IQ, a blog about business models, investing, technology, and other aspects of life that he finds interesting. He works for Microsoft; Previously he was a partner at Eagle River, a … Read More

Getting Rich in America Depends on a Lot More Than a College Degree

Paul FennerPersonal Finance

College planning process

With both college and high school graduations in full swing throughout the country, this Bloomberg article Getting Rich in America Depends on a Lot More Than a College Degree posed some very interesting points that go well beyond that simply having a college degree leads to wealth. Researchers William Emmons and Bryan Noeth at the Federal Reserve Bank of St. Louis point … Read More

20 Years of Data Reveal: Congress Doesn’t Care What You Think

Paul FennerPersonal Finance

Most people have probably thought that Congress doesn’t care about what you think but this video below puts some data and analysis to that very suggestion. Professors Martin Gilens of Princeton University and Benjamin Page of Northwestern University looked at more than 20 years of data to tackle this question. Their study took data from nearly 2,000 public-opinion surveys and compared what … Read More

Choosing the Right MacBook and Apple’s New Streaming Service

Paul FennerLifestyle

For you Apple enthusiasts, the WSJ has an article Which MacBook? Choosing between Staminna, Speed and Style in Apple’s Laptops which may help guide you in the selection process In addition, Apple is now looking at changing how you listen to music again.  As it sees its music download business decline, Apple is hoping to convince you to spend $10 … Read More

Retirement Living: College towns lure Boomers

Paul FennerRetirement Planning

best college fit college planning

I had read this USA Today article several years ago that I never posted regarding where people are choosing to retire.  Interestingly enough, people are looking beyond the typical places of Arizona and Florida. College towns seem to be an alternative destination that people are really considering when it comes to retirement time.  I have often told my wife that … Read More

Client Bill of Rights

Paul FennerPersonal Finance

I was reading an article recently which was focused on what would constitute a Client Bill of Rights.  A Client Bill of Rights simply put is what are the expectations that a client has of his/her advisor. So in talking with a few of my clients I came up with the following of what I seek to provide in order … Read More

6 Big Myths About 529 Plans

Paul FennerEducation Planning

529 Plans are a big piece of many of our client’s educational plans.  While 529 Plans are not the sole educational planning tool, they are in my mind probably the best for most people.  One point about 529 Plans that I really try to emphasize with families is that anyone can contribute to them.  So parents, even though you might not be able to funnel monies … Read More

A Bit of College Can Be Worse Than None at All

Paul FennerEducation Planning

College planning process

What if you had $40k of college debt and still had no degree to show for it?  This is the real-life example that this WSJ article touches on and how some college is actually worse than no college at all. Nearly one-third of students who started college in 2012 didn’t return to a U.S. school the following year, according to the … Read More