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Financial Literacy Month Should Last 365 Days
- by: Hank Berkowitz
- May 13, 2022
No CommentsApril and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the
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Grit
- by: Hank Berkowitz
- April 3, 2022
These are not the easiest of times. So many anchors of security in our lives seem to be disrupted. At times like these people tend to react in one of two ways: (1) throw the covers over your head, or (2) dig in, do the hard work and show a little grit. With the highest
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March Madness Confirms Humans Don’t Add Much Alpha
- by: Hank Berkowitz
- March 23, 2022
First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. Peters, Loyola of Chicago, Murray State, Weber State, Florida Gulf Coast and Valparaiso suddenly jump into the national limelight with upset wins
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Baseball: The National Past (It’s) Time
- by: Hank Berkowitz
- March 4, 2022
With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. With Opening Day and the first week of the Major League Baseball season canceled, fans and viewers may not return if and when the owner-player dispute is settled. With a “minimum wage”
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Inflation Worries Inflated?
- by: Hank Berkowitz
- February 23, 2022
Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. The long-running bull market is taking a breather to massage
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Last Chance to Get Your New Year’s Resolutions Right
- by: Hank Berkowitz
- December 15, 2021
Two thirds of advisors (68%) who responded to our weekly Insta-poll believe this Holiday season has been more stressful than usual from both a business and personal perspective. So, after another difficult and stressful year, don’t beat yourself up for overeating, overspending, over-pouring and oversleeping a little during the Holiday season. Same goes for your
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Helping Clients with Chronically Ill Children
- by: Hank Berkowitz
- November 26, 2021
“Caring for a child with an illness is taxing on your physical and mental health. Take time to appreciate the positive moments when the light peaks through, while also building a community around you early and consistently to guide you through the difficult times.”
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Are We in a Bubble?
- by: Hank Berkowitz
- October 28, 2021
Last week’s post about the record high “Quit Rate” of American workers generated a fair amount of feedback. Some said “it’s about time” that workers finally gained some leverage over greedy employers, but the majority questioned the wisdom of workers flexing their bargaining muscles at this stage of the economic cycle. They said it was
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I Quit!
- by: Hank Berkowitz
- October 18, 2021
With all the talk about inflation, stagflation, higher taxes and lack of affordable housing, I couldn’t help noticing one contrary statistic amid the sea of pessimism—the national “quit rate” is at an all-time high. The quit rate is the number of workers who voluntarily leave their jobs as opposed to being terminated, downsized or furloughed.
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When Life Forces You to Slow Down
- by: Hank Berkowitz
- September 28, 2021
The problem with Coach K’s “Next Play” philosophy I’ve never been the type to slow down and smell the roses. But after 30+ years of triathlons, marathons, tennis, kayaking, open-water swimming and coaching baseball, the wear and tear on my body finally caught up. Step 1: Shoulder surgery to repair a torn rotator, labrum and