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Response to WSJ article

In the May 31, 2006 edition of the Wall Street
Journal in the Getting Going personal finance
column Jonathan Clements wrote an article called, “Due Diligence: The Five Key Rules To Heed Before Hiring a Financial Adviser.”    Read More

Gotta Dance

Ok, so maybe I resemble Fred Flintstone more than Fred Astaire and the last time I "cut a rug" I really did cut a rug; but, I do get the meaning of the phrase up there in the title, really I do. Sometimes there are things you just gotta do. For me, its to develop a better way to deliver financial education and advice to working people. Read More

Why PennyTree?

The name reaches back to when my wife was a young girl growing up in Hyde Park, Massachusetts. Her grandfather was a skilled carpenter. Once, he gave her a hand carved wooden bowl with one lonely penny in the bottom. He told her it was a seed and that when she returned there would be more pennies. Read More