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George Washington University Panel Explores Financial Literacy Challenges

Only 24 percent of millennials understand basic financial topics. Without a fundamental understanding of financial concepts, people find it difficult to make informed choices about saving, investing, borrowing, and more, and that puts them at risk in a system, like ours, that expects people to be responsible for their own retirement savings and financial well-being. Mari participated […]

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How Much Student Debt Is Too Much?

Almost half of all Americans who ran up student loan debt regret not choosing a cheaper college. That’s a mistake you don’t want to make. Excessive student debt can put you into a hole you can’t easily climb out of. Many grads struggle so much to make monthly payments that they have to put other […]

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Money Lessons From The Super Bowl

Making it to the Super Bowl can mean big bucks in bonuses for players. Here’s what one wise financial planner who works with young athletes tells his players: look at bonuses not as extra spending money, but as way to boost your investment balances or pay down debt accumulated in the early part of your […]

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Does Anyone Understand What They’re Saying?

A conversation of one Are you interested in enhanced indexing or smart beta? How about liquid alts or absolute return strategies? Concerned with style drift and mean regression? Staying away from proprietary products in your quest for alpha? Then maybe you should take a look in the private equity space. Are you still reading? Congratulations! You’ve survived […]

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