Money Mindset – Tool vs Master
Money is a great tool—right up until it starts acting like it’s in charge. Most of us don’t set out to let money call the shots, but it can slowly
The Fed’s Balancing Act
Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips
Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
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 as
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