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Recent Articles from Julie Stone
The century’s most important commodity?
The most important commodity story of this century? Water, says Edward Kerschner, CFA and Senior Strategy Consultant with Morgan Stanley Smith Barney. “Current global water-usage levels are unsustainable,” says Kerschner, […]
The financial facts of life
By default, parents are usually the primary source of a financial education. However, many young people may receive allowances—or even sizable inheritances—without a sound base of knowledge in saving, budgeting, […]
FAQs about 401(k) plans
Because your retirement planning is so important to your future well-being, you should ask questions about the retirement plans available to you and how they work, as well as how […]
Getting to know foreign investments
Foreign investments can play an important role in helping to diversify a domestic equity portfolio. But before plunging into international waters, it’s important to understand the differences between developed and […]
Doing a better job of saving for retirement
Over the past 20 years, the 401(k) plan has gradually replaced the traditional pension plan as a primary source of retirement income for many American workers. This trend has shifted […]
A pay-for-college primer
College-bound students go through a long process of researching colleges and deciding where they would like to continue their education. Shouldn’t parents do the same when looking at how to […]
Time = $$$
One of the few things you can control about Social Security is when to start collecting it. Should you take it when you become eligible at age 62, wait until […]
How to live your lifestyle for a lifetime: Part 2
(Editor’s note: This is the second of two parts. Read Part 1.) Most people are referred to investment advisors by friends or financial professionals. One thing to always consider is […]
