Kathleen Longo published in BAM Alliance | Crucial Conversations Before Your Child Heads to College

Friday, 26 June 2015

Kathleen Longo shares useful topics to discuss with college-bound children in her blog titled: Crucial Conversations Before Your Child Heads to College.
Shared by The BAM Alliance, June 26, 2015

With my oldest daughter now graduated from high school, the summer has been busy with various celebrations, planning for freshman orientation and preparing long lists of supplies necessary for life in a college dorm room.
It has also presented an opportunity to talk with her about the family finances and set expectations for life beyond high school. Here are some key topics I’ve discussed with my daughter, and which may be useful in your own conversations with college-bound children:

Read the full story here

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 21 January 2015

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

Carl Richards, Director of Investor Education for the BAM Alliance, posted an article in the New York Times about the illusion of certainty in investing. For many people, technology has led them to believe that they can predict what the market is going to do or that anyone can be a "market expert". Unfortunately, there is a lot of noise about the markets and it can be extremely difficult to sort through all of the information. Mr. Richards states, "Change and uncertainty are consistent in their inconsistency". This may not be an easy or comfortable reality and it can be of great importance to have the right financial advisor to guide you through this noise while maintaining a long-term view. 

This commentary originally appeared December 15 on

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