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Feb 16, 20194 min read
Coin Flips
Last week I participated in an adult trivia night. I have never had a better time feeling so dumb. They say you learn something new every...
Feb 3, 20193 min read
A Siren’s Song
You can learn a lot about successful investing from a Greek hero that died several centuries ago. The man surely knew very little about...
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...
Jan 5, 20193 min read
Beware
I want you to think back. Think back to opening your third quarter investment statements in October. Remember how much was in your...
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...
Dec 2, 20183 min read
It’s About Time
What would you do if you found yourself in the following position? You win the lottery, and they give you the ability to take your...
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...
Nov 3, 20183 min read
Farmers Have It Right
Farmers do not get enough credit. They are, by and large, some of the most successful investors. What sets them apart? What makes them so...
Oct 20, 20183 min read
Maximize the Right Capital
The U.S. stock market has been jumpy lately. ‘Tis the season for spooks, I suppose. Spooked is a good way to describe a young man who...
Oct 6, 20183 min read
Super Juice Your Wealth
I have a theory. Even if most people appreciated basic math just a little more – and the power it can have on their financial lives –...
Sep 25, 20182 min read
A Tale of Two Conversations
Do me a quick favor. Think back 10 years to September 2008. What do you remember about that month? Does anything stick out in your mind...
Aug 2, 20183 min read
Now or Later?
One of the most emotionally-charged investing decisions involves lump sums. When you get a pile of money, what should you do with it? The...
Jul 27, 20182 min read
Rules of Thumb
Retirement can be abstract. It means different things to different people. For some, it might involve a complete relocation to a warmer...
Jun 15, 20183 min read
Where in the World Is…Your Old 401(k)
In 2016, the Bureau of Labor statistics reported the average person spends 4.2 years at a single company. That means over a 40-year...
Apr 25, 20182 min read
Ups and Downs
Let’s face it. Investing has been easy the last few years. It has not required much investing know-how to earn unusually high returns on...
Apr 23, 20182 min read
Is Keeping Up Getting You Down?
Have you scrolled through your favorite social media app lately, only to see photos of your friends sipping umbrella drinks on a beach in...
Mar 23, 20182 min read
March Madness and Market Mayhem
There are 63 games in the NCAA men’s basketball tournament. No one has ever picked all 63 correctly. Not once. Yet, every year millions...
Feb 26, 20182 min read
Gut Check
We purposefully do not often comment on short-term stock market moves. The reason is simple. For our clients who have investments in...
Feb 2, 20182 min read
The Chance of a Lifetime
The federal government just gave you a gift. What gift, you ask? If Oprah Winfrey were unveiling it, it might sound something like this:...
Jan 20, 20182 min read
Is the Stock Market a Casino?
There is one statement that causes most financial advisors to cringe with disgust. You have probably heard it. It goes something like...
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