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Jun 29, 20213 min read
People Are Worried About the Wrong Inflation
Inflation is back. And it’s a hot topic again in the media. We haven’t experienced disruptive levels of economic inflation since the...
Jun 8, 20213 min read
No One Has Everything Figured Out
There’s a viewpoint that I sometimes hear when it comes to investing, and it’s plain wrong. Granted, the viewpoint is seductive. It is...
May 25, 20213 min read
Giving Away Billions – Or Much Less
Every year I celebrate one specific occasion by myself. Just me and my laptop. I look forward to it. I celebrate the day – more like half...
May 11, 20213 min read
Should You Buy Cryptocurrencies?
If there is one investment on the minds of investors today, it is undoubtedly cryptocurrencies. And for good reason. The market values of...
Apr 27, 20213 min read
Trust Me, Trust is the Key
I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...
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...
Mar 31, 20213 min read
Everyone’s Getting Rich
Investing is a funny thing. People talk in specifics when the market is good and only in generalities when the market is bad. When the...
Mar 16, 20213 min read
The Risk of Dying
When it comes to financial planning, death is often a risk. Fortunately, that risk can usually be offloaded to an insurance company. But...
Mar 2, 20213 min read
How the Really Wealthy Do It
If you want to be one of the richest people, there is only one way to do it. There is only one path. It doesn’t matter how you define...
Feb 16, 20213 min read
Ordinary Is Extraordinary
There’s something really tough about growing wealth. It’s that life isn’t lived on a spreadsheet. I can easily demonstrate to you that it...
Feb 2, 20213 min read
My Trick to Budgeting
There’s a really neat trick to budgeting that makes it a breeze. I want to tell you about it. First off, I help people make smart...
Jan 19, 20213 min read
To All the Penny Pinchers
Please, allow me to confess. I am a recovering penny pincher. It’s true. I first recognized that about myself in junior high. I would...
Jan 5, 20213 min read
An Investing Lesson from 2020
The stock market routinely issues lessons to investors. That’s nothing new. But I’m not sure one calendar year has ever captured the full...
Dec 22, 20203 min read
Time…Is on My Side
Yes, it is. And time is on your side, too, when it comes to building wealth. More than you probably know. There are three ingredients in...
Dec 8, 20203 min read
Learn From the Best
Let’s say you’re a college quarterback looking to make it to the next level. You know you need to hone your game, put in the reps and the...
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...
Nov 10, 20203 min read
Tough Questions: Returns
I often find myself on the receiving end of some really tough questions. The questions are usually lobbed by curious clients. I sometimes...
Oct 27, 20203 min read
Money Mind
We are born into this world with certain predispositions, natural ways of thinking and acting. This is obvious when it comes to...
Oct 13, 20203 min read
The President and Your Portfolio
When it comes to politics, elections produce winners and losers. When it comes to investing, the race is clear. The winners, by a...
Sep 30, 20203 min read
Pick Your Poison
People want what they can’t have. It’s human nature. But human nature is often at odds with sound investing. We may feel highly evolved...
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