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Jun 30, 20223 min read
Creating and Destroying Wealth
A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...
Apr 22, 20223 min read
Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
Apr 22, 20221 min read
Are Big Changes Coming for Retirees? - Video
The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...
Apr 13, 20213 min read
The Kids Will Be Okay
I was asked question a while back that completely stumped me. After scrambling to formulate a response and coming up with absolutely...
Nov 24, 20203 min read
Do You Need a Financial Advisor?
I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...
Aug 26, 20203 min read
Money on the Mind
Some things in life are constant. Worrying about money, I’ve learned, is one of them.
Aug 22, 20193 min read
Taking the Lead
In a relationship, usually one person takes the lead. It could be on the dance floor, in the kitchen, or in social situations. Taking the...
Jan 19, 20192 min read
The Role of Luck
Sometimes luck is better than skill. That is truer for investing than many aspects of life. In sports and academics, for instance, luck...
Dec 15, 20183 min read
Wisdom from the Wealthy
People often meet with me to discuss money topics. How to invest their hard-saved dollars. How to eliminate debt. How to plan for...
Nov 17, 20183 min read
One Lump or a Monthly Bump?
Perhaps you have heard your grandfather or an uncle talk about the pension they receive from their former employer. Every month they...
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