With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....

“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...

Don't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.

Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...

When nonprofessional investors are able to put money into small businesses, everyone can benefit. I met with Paul on Tuesday. He is the...

Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...

Dear Bridget, Recently I’ve read reports that the both the California and Chicago teachers pension funds are either reviewing or...

Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline?  Should I be getting cash out of the bank to...

Dear Bridget, In the 70s, when I was in high school, I shared a Pinto with  my sister.  She bought the gas, I bought the oil.  When the...