Lindsay Bourkoff Featured Writer in Financial Planning Magazine’s “Selfie” Column
July 7, 2017"I hoped to offer advice to women in crisis, enabling them to rebuild their financial lives. But the surprising result of this service was its powerful impact on my own family. . . Was I keeping my own daughters in the dark around money?"
As Your Parents Age, When Is The Right Time To Get Involved In Their Finances?
May 15, 2017For many families, talking about finances is uncomfortable - perhaps even taboo. For parents who have kept the specifics of their wealth private from their adult children, when should greater disclosure begin to occur? When is the right time for an adult child to approach his or her parents about their finances?
Featured in The Wall Street Journal, Lindsay Bourkoff Develops a Game Plan for How to Save for Retirement and Pay Off Debts
June 12, 2016On June 12, 2016, Lindsay was featured in The Wall Street Journal on strategies for saving for retirement and paying off debts.
Lindsay Bourkoff and Zach Shrier Interviewed by The Wall Street Journal on College Savings Plans
October 7, 2015Lindsay Bourkoff and Zach Shrier were recently interviewed by The Wall Street Journal regarding readers’ 529 plan questions and have the answers.
Our Thoughts on Recent Market Events
July 10, 2015In light of the recent volatility in the markets, the Chinese stock market correction, and the turmoil in Greece, we wanted to convey our current thoughts. Global markets are being tested by macro events right now, but the short-term price volatility in the wake of these events, has little or nothing to do with the intrinsic value of the businesses in which we invest.
Zach Shrier Quoted in Bloomberg Business About Apple’s Growth
February 26, 2015On February 10, 2015, Bloomberg Business interviewed Zach Shrier to get this thoughts on Apple's Growth.
Inheriting a Spouse’s IRA
November 18, 2014The death of a beloved spouse is often the most painful and emotionally taxing event of a lifetime. Among the nearly limitless emotional, practical, and financial questions it creates, it presents the grieving spouse with a complex choice about inheriting the decedent's retirement plan...
Investment Approach
October 22, 2014We’re always delighted when clients ask us about our investment approach. We find the process of investing and the challenge of studying businesses more appealing every year...
A Few Reflections on the Market
October 15, 2014Our thoughts on the current market volatility...
Facing Reality Head On
September 4, 2014As a teenager, my father would tell me stories about how my grandparents went from riches, to rags, and riches again…