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 advisor. I don’t take...

Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names meant literally not...

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 coaches I pay and engage w...

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 officially turned while we...

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

One thing the human animal is notoriously bad at is learning from our own history. I think this is because we are emotional creatures, not logical ones. If...

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 anyone unfamiliar w...

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 responsible and capitali...

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% people. I’ve never watch...

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 question because mo...

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 talking about but it sou...

I have written before about what I refer to as Lifestyle Addiction™. Simply put this is an addiction to a Lifestyle to the point that, just like any addicti...

Have you asked this question? Be honest. It’s ok. You probably have. I think most people have asked this question and it only makes sense because you’ve ...

Investment allocations? Savings rates? Protection? Real Estate? Taxes? Debt? What is it??? What is the most important thing for your financial health? ...

There is no end zone. There is no goal line. There is only today. There is no end zone. There is no goal line. There is only today. I have often told peo...

One of the worst financial tasks people have to conquer is creating a budget. And the financial industry has done everything in its power to screw it up eve...

I use this Facebook page to communicate to my financial clients and other advisors who I coach. Every time I sit down to write something I am thinking of th...

LifeStyle Addiction™ Over 20 years I have found that BEHAVIOR is the number one indicator as to whether or not someone will experience success or failure in ...