

529 - Use It Wherever You Can
School is back in session. Most college students are back on campus or just starting out their college years. There are new routines, social
Brian
Aug 29, 2024

2024 May Madness
Anyone who has ever been within earshot of us will most likely have heard us say how we feel about forecasting and making predictions.
Brian
May 10, 2024

Predicting Madness
People like predictions, though. It feels good making them. They make you more confident. Predictions provide a sense of control, feeling...
Brian
Mar 21, 2024

Pay the Piper & Get a Match
Student loan repayments are set to resume in October. Payments were paused during the outset of the pandemic and then extended until the ...
Brian
Sep 1, 2023


May Madness - Final Four
This is Penn State’s first trip to Final Four Weekend and they are playing in their home state as the games are being held in Philadelphia.
Brian
May 26, 2023


May Madness - Quarterfinals
Round two of the college lacrosse May Madness series. ACC teams are heavily represented in the brackets and in the All-American awards.
Brian
May 19, 2023

2023 May Madness - Round 1
Welcome to the third annual May Madness blog series. Here, we take a break from markets, factors, and any real quantitative research for a..
Brian
May 12, 2023

529-to-Roth Conversion
For those thinking about generational wealth and transferring assets to the next and second generations, a 529-to-Roth conversion presents..
Brian
Feb 3, 2023

May Madness - 2022 Edition
Last year, I wrote a few fun posts (first, second, third) about the men’s Division 1 Lacrosse playoffs. It was casual and not at all an ...
Brian
May 13, 2022

May Madness (part 2)
Men's Division I Lacrosse Quarterfinals are this weekend
Last week I posted my picks for the first round without any real in-depth analysis
Brian Harvey
May 21, 2021

May Madness
College lacrosse playoffs begin this weekend
Most of the country gets excited about college basketball's March Madness, but I am more ...
Brian
May 14, 2021