Lessons from the Links
One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with
Fall Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Summer Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Spring Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Mini-Series Part 7 of 10: Inappropriate Life Insurance
‘Til death do us part. I know I’m going to get a lot of flack from some life insurance agents on this, but I might
Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
Mini-Series Part 5 of 10: Chasing Returns
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to
Mini-Series Part 4 of 10: Not Seeking Competent Advice
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
Mini Series Part 2 of 10: Adapting to Life’s Changes
“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car
Mini-Series Part 1 of 10: Procrastination
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving