The Christmas season is a time of relaxation (or trying to) and celebration. Most people use it as a time to wrap things up for the year...

For those of you who have been clients for some time, you may already know what I may say to the question posed in the title: “WHICH...

In March of 2020 I began to write what I was feeling at the time. That feeling was a type of worry. I wasn’t worried that markets would...

4 years ago, I wrote a blog post (read it HERE) about my son who just began his journey in the martial art of Brazilian jiujitsu. Just...

Recently a little-known struggling retail gaming store became the rage across social and legacy media. For a good week or so you simply...

On January 3rd of 2020 I responded to a client email who was asking about advice she received from a trusted family member. The advice...

I’ve always resisted my industry’s penchant for pre-written newsletters that advisors put their names on and email out as their own. I...

What I am doing to stay on top of markets during scary times Allow me to begin this month’s article by saying it’s an honor to be your...

Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names...

WHEN markets turn it can come as a complete surprise to even the most experienced person. We often don’t know when the market has officiall

Because I view myself first and foremost as a financial coach to my clients rather than a financial planner, I, myself have several...

WHEN markets turn it can come as a complete surprise to even the most experienced person. We often don’t know when the market has...

Before Google was “Google”, before Facebook was “Facebook”, before AutoZone was “AutoZone” and before WalMart was “Walmart”, those names...

One thing the human animal is notoriously bad at is learning from our own history. I think this is because we are emotional creatures,...

Funny title for a financial blog huh? As always, there is a backstory to it. My 7-year-old boy recently started training Jiu-Jitsu. For...

Everyone falls in love with an idea. The idea of being fit. The idea of having a loving and joy filled marriage. The idea of raising...

We hear about “1 percenters” in the context of those who make a 1% tier income. I want to talk to you about a different group of 1%...

Ask a group of people to raise their hand if they think they are a below average driver. Hardly anyone raises their hand when asked that...

I first heard that phrase in 1992. My high school baseball coach used it as a response to some question. I had no idea what he was...