Jason Haviland, principal Financial Advisor at J. Bradford Investment Management and his guest bloggers discuss personal finance, investment management, retirement and quirky financial topics.
Featured
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October 2018
- Oct 1, 2018 7 Money Mistakes Couples Make – and How to Fix Them Oct 1, 2018
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August 2018
- Aug 10, 2018 Plan for Health Care as You Age Gracefully Aug 10, 2018
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July 2018
- Jul 18, 2018 Helping A Senior Loved One With Financial Decisions After A Loss Jul 18, 2018
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September 2017
- Sep 29, 2017 Great Opportunity to Use a DAF Sep 29, 2017
- Sep 19, 2017 A Funny Thing Happened After We Crushed Our Fundraising Goal! Sep 19, 2017
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August 2017
- Aug 21, 2017 Total Eclipse of Your Investments? Aug 21, 2017
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June 2017
- Jun 16, 2017 3 Tall Ships Takeaways Jun 16, 2017
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May 2017
- May 31, 2017 Confused by the “Covfefe” Tweet? Try understanding the Fiduciary Rule. May 31, 2017
- May 2, 2017 Your Retirement Budget is Going to be OK, Probably. May 2, 2017
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April 2017
- Apr 17, 2017 Make Your IRA Contribution or Get Forcibly Dragged Out of Our Office! Apr 17, 2017
- Apr 4, 2017 Go Look for This Information on Your Corporate Website Apr 4, 2017
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March 2017
- Mar 22, 2017 This is Probably Why You Shouldn’t Ask Your Friend for 401(k) Advice. Mar 22, 2017
- Mar 10, 2017 Really?!? TurboTax Says I can’t take my IRA deduction because... Mar 10, 2017
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February 2017
- Feb 9, 2017 Wondering about a strong vs. weak dollar at 3am? Feb 9, 2017
- Feb 7, 2017 Investing Memes Explained Feb 7, 2017
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January 2017
- Jan 26, 2017 The Best Performing Asset Class of 2017... Jan 26, 2017
- Jan 20, 2017 Look At All Those People Protesting High Fees! Jan 20, 2017
- Jan 12, 2017 One Big 2016 Tax Strategy That's Still Available Jan 12, 2017
- Jan 4, 2017 Job Hunting Today? Jan 4, 2017
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December 2016
- Dec 9, 2016 Jiminy Crickets! Is Anything NOT Stressful Anymore? Dec 9, 2016
- Dec 2, 2016 What's Going on in the World, Economically. Dec 2, 2016
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November 2016
- Nov 17, 2016 Is Alexander Hamilton the Lead Singer in a Boy Band? Nov 17, 2016
- Nov 15, 2016 Congrats to the NH Community Loan Fund on Another Successful Year! Nov 15, 2016
- Nov 10, 2016 On This, We Can Actually Agree Nov 10, 2016
- Nov 2, 2016 Does a Giant Tax Credit and the Ability to Foster Innovation in the Community Sound Good? Nov 2, 2016
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October 2016
- Oct 13, 2016 What do you mean they don't have to have to act in my best interests?!?! Oct 13, 2016
- Oct 4, 2016 Investing 101 Class -- now with emojis!! Oct 4, 2016
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September 2016
- Sep 21, 2016 It's a $400 million problem, but it's really the same problem... Sep 21, 2016
- Sep 14, 2016 Chin-up All You Parents Saving For College - Here are 3 Quick Tips Sep 14, 2016
- Sep 1, 2016 If You've Been Procrastinating All Summer, CLICK HERE Sep 1, 2016
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August 2016
- Aug 8, 2016 Why Michael Phelps' Underwater Turn was so Brilliant Aug 8, 2016
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July 2016
- Jul 14, 2016 7 Steps to a Smooth Job Transition Jul 14, 2016
- Jul 5, 2016 Sneak These 5 Things Into Your Summer Family Vacation Jul 5, 2016
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June 2016
- Jun 24, 2016 What the heck is a Brexit and why is it crushing our stock market today? Jun 24, 2016
- Jun 13, 2016 Guess what asset has increased over 50% in the last month? Jun 13, 2016
- Jun 8, 2016 Understanding Roller Coaster Payroll Costs Jun 8, 2016
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May 2016
- May 31, 2016 5 Quick Tips for Summer Financial Fitness May 31, 2016
- May 20, 2016 National Be a Millionaire Day - Will You Be One? May 20, 2016
- May 18, 2016 5 Fidelity Products My Clients Rave About May 18, 2016
- May 12, 2016 Danger, Will Robinson! I need how many months for an emergency fund? May 12, 2016
- May 9, 2016 I Hate Mondays and I Hate It When My Financial Advisor Tells Me To... May 9, 2016
- May 4, 2016 What do Prince and 64% of Americans Have in Common? May 4, 2016
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April 2016
- Apr 28, 2016 Answer me this Batman - Am I on track for Retirement? Apr 28, 2016
- Apr 25, 2016 Investment Inspiration from 7 sage Emoji Apr 25, 2016
- Apr 20, 2016 UFC Star Conor McGregor retires at 27. Can you? Apr 20, 2016
- Apr 18, 2016 Environmentally Friendly Investing: Hype or Opportunity? Apr 18, 2016
- Apr 13, 2016 Sage Financial Advice From 80's Cartoon Characters Apr 13, 2016
- Apr 11, 2016 Why her co-workers couldn't stop staring at her 401(k) statement! Apr 11, 2016
- Apr 9, 2016 Predicting the 2016 Boston Marathon Apr 9, 2016
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March 2016
- Mar 15, 2016 5 Ways to pick your 401(k) or 403(b) differently than your basketball bracket Mar 15, 2016
- Mar 3, 2016 Negative interest and saving for college in Switzerland Mar 3, 2016
- Mar 1, 2016 7 Home Stretch CFA Exam Tips That Won't Make Your Hair Hurt Mar 1, 2016
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February 2016
- Feb 23, 2016 Wait, what?!?! Negative interest rates?!? Feb 23, 2016
- 2016 Boston Marathon
- 401K
- 403B
- Advice
- advice
- asset allocation
- ATM
- benefits
- best interests standard
- Boston
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- Budgeting
- Bugs Bunny
- CDs
- CEBS
- Celebrities
- CFA
- Charitable Giving
- college savings
- Compounding
- covfefe
- Credit Card
- Currency
- DAF
- Diversification
- diversification
- Divorce
- DOL
- early retirement
- Earth Day
- EBITDA
- Eclipse
- eldercare
- emergency fund
- emoji
- employee benefits
- Environment
- ESG
- Estate Planning
- Exam
- fees
- Fidelity
- fiduciary
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- Goals
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- Healthcare in Retirement
- Impact Investing
- Innovation
- Interest rates
- International Investing
- Investing
- investing memes
- Investment Analysis
- Investment Management
- IRA
- Job changer
- Loss of a loved one
- low fees
- Marathon
- Michael Phelps
- Motivation
- negative interest rates
- New job
- Payroll
- Personal Finance
- Portfolio review
- Prince
- Procrastination
- rebalance
- Retirement
- risk
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- sailing
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- saving
- SEP IRA
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- Small Business
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- Swimming
- switzerland
- Tall Ships
- Tax Credits
- Tax Planning
- Taxes
- Tips
- tools
- transparency
- Trump
- U.S. Treasury
- United Airlines
- value investing
- Volatility
- Wine
