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Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards, but the truth was, she didn't really know much about them. Through questions and examples, she explains how it works.

“History never looks like history when you are living through it.” (John W. Gardner) ... Future histories of the 2020 COVID-19 pandemic will draw heavily on the stories we preserve now. From social distancing to virtual classrooms to Zoom fatigue, every day tests our resilience and resourcefulness—much as World War II and the Great Depression tested our parents, grandparents, and great-grandparents.

There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful intergenerational giving strategies can foster an ongoing tradition of giving, make an impact on issues the family cares about, and deepen family relationships. In this podcast, learn about what contributes to these successful strategies.

Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they learn what stocks are and how they are sold and purchased. They will also discover the benefits that stocks offer to investors.

When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist includes four easy steps and begins with investors listing their concerns.

Everyone has a relationship with money. However, money itself is neutral as a tool used to get what you need and want. And yet it impacts nearly every aspect of life, beginning with how parents teach their children about money. From this view, there’s also a need to recognize its resulting effect. While money is powerful, you are in charge of that power and how it reflects on you, your family, and the relationships around your family.

COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons learned from facing uncharted waters.

In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic world. They discuss the importance of family members understanding where they want to go with their philanthropic efforts, being committed, and engaging the next generation. They also share best practices of successful philanthropic families and how families need strength, courage, wisdom, and good advice to succeed.

COVID-19 has altered the higher education landscape. With so many variables and questions at play, students and parents are exploring new ways of adapting to this sea of change. Experts in the field share their insights on higher education planning—including investing, funding, and preservation strategies—to help ease the transition and anxiety.