top of page
Search
Dec 2, 20193 min read
How Much Is Enough?
This time of year is focused on giving thanks and counting our blessings. In this country, especially, it seems appropriate to reflect...
Nov 18, 20193 min read
Watch Your Step
Investing for retirement is like mountain climbing and flying airplanes. Surprisingly, the riskiest part of the journey isn’t the climb....
Nov 4, 20193 min read
Should You Pay Off the Mortgage?
Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to...
Oct 21, 20193 min read
Fun with IRAs
IRAs are one of the most popular retirement savings vehicles in the United States. Used correctly, to save for future retirement...
Oct 7, 20193 min read
If You Have Your Health…
Do me a quick favor and re-read the title of this article. Can you finish the popular saying? I am guessing you probably can, but if not...
Sep 23, 20193 min read
The Knowledge Gap
Call me a skeptic. I came across a statement the other day in an article about financial literacy. It’s a statement I have stumbled upon...
Sep 7, 20192 min read
The Good Old Days
As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?”...
Aug 26, 20193 min read
How to Get Rich
The inspiration for these columns comes from a number of places. It may be a question from a client, a piece of research I read, or a...
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...
Jul 31, 20193 min read
The Dreams We Dream
We all have a dream. It’s why entrepreneurs fail. It’s why marriages end in divorce. It’s why retirees go back to work. We all have a...
Jul 19, 20193 min read
You Choose
When it comes to investing, we often want what we can’t have. We want all the reward with no risk. All the upside with none of the...
Jul 9, 20193 min read
Politics and Your Portfolio
There is a well-worn saying about proper etiquette when meeting someone for the first time or when in the presence of mixed company. In...
Jun 20, 20193 min read
If We Could All Be So Lucky
If I had just one wish for my kids, it would undoubtedly be for good health. Beyond that, I have several other wishes that are difficult...
Jun 7, 20193 min read
What You Don't See
Wealth is a bizarre thing. You can have a lot and live like you have little. You can have little and live like you have a lot. In both...
May 18, 20193 min read
A Bad Year? Not a Bad Investment
God bless the farmers. They may need it this year. Last week I tuned into a presentation on agriculture land values. It was fascinating....
May 18, 20193 min read
The Greatest Investment of All Time
Garry Kasparov is widely recognized as one of the greatest chess players in history. Think you could outwit him? Maria Callas is often...
Apr 19, 20193 min read
The Lie That Won't Die
It happened again. I found myself in a group of people, listening to an individual caution the others on the dismal state of Social...
Apr 6, 20193 min read
The Secretary’s Secret
At the age of 96, Sylvia Bloom headed to work for the last time. Following her decades-long routine, she stepped aboard a New York subway...
Mar 23, 20193 min read
Retiring Early? You Have My Sympathy
Picture your transition to retirement. Most people probably envision an orderly shift from work to leisure. From alarm clocks and...
Mar 7, 20193 min read
It’s All Relative
Now is a tough time to earn a decent return on cash. That’s no surprise to anyone. Even though interest rates have perked up from...
bottom of page