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)
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 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
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Inflation: The Silent Thief
Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch
Too Much Time on My Hands
Thanks to the pandemic and winter, I have had a lot of time to think. Something that I find fun to do, even though I
Investing Myths
Fall is definitely here. The colors in the trees and shrubs are beautiful. Leaves are dropping and so are the temperatures. There is something energizing