Talking Money with New Graduates
August 6, 2021  | By Manisha Gupta, CFP®, MBA

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More

Expansion of Pay As You Earn Program for Student Loans
June 18, 2014  | By Kevin Smith, CFA

According to the Federal Reserve Bank of New York, outstanding student loan debt climbed by $114 billion in 2013, reaching $1.08 trillion at the end of the year (Federal Reserve Bank of New York, Quarterly Report on Household Debt and…Read More

What you need to know about bonds
May 3, 2013  | By Kevin Smith, CFA

I often joke that few people I meet have a strong understanding bonds because 1) bonds are boring and 2) bonds are complicated. ‘Boring and complicated’ don’t make for good movie scripts, book plots, or cocktail hour conversations. My objective…Read More