As I honor and celebrate those in our workforce this weekend, I know you may be one of the people that doesn’t belong in our workforce, at least not as an …
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Investing
Is Socially Responsible and Sustainable Investing a Trend or the Wave of the Future?
It used to be that socially responsible and sustainable investing was for the tree-huggers of the world. And, in those early days, you had to be willing to give …
The Oldest Person In The World Dies at Age 117
Meet Emma Morano. Emma lived in Italy and just died at the age of 117 -- the last person verified to have been born in the 1800's. I saw the headline …
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What To Do To Invest In Your Own Peace Of Mind
(White Christmas? I'll get to that in a minute.) When it comes to investing your money, it's hard not to get caught up in and worry about all of the world …
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A Great Article About the Firm I Use to Invest for Clients
I thought you might enjoy learning a bit more about the firm I use to invest client's portfolios with. I've used Dimensional Fund Advisors (DFA) funds for over …
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A Clinton Win vs. A Trump Win — How Will the Stock Market React?
Several clients have asked me what I think will happen with the stock market if Clinton wins the presidential election or if Trump wins. Let me begin by …
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So Cubs Fans — How Much Would You Invest in a Ticket to the World Series?
I've been a Cubs fan all my life and am desperately hoping that this is the year the Cubs win the World Series. After all, that hasn't happened in my lifetime. …
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Why a Great Investment Strategy is Boring For You and A Lot of Work For a Great Investment Advisor
After being in the investment management business for 25+ years I can truthfully tell you that a successful, long term investment strategy is a pretty boring …
Invest in Experiences For a Lifetime of Treasures
I like stuff as much as anybody but nothing beats investing in experiences. Yesterday my twin 3 year old grandsons and their mom and dad left our home after a …
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The Truth About How Stock Markets Work
When it comes to big swings in the stock market, two things are primarily driving them: fear or greed (and I mean greed in a nice way). As we saw last week …
How Does The Life Insurance Industry Still Get Away With This?
Really? 35 years later and this is still going on? I began my financial services career in the life insurance industry in 1981 working for a small, independent …
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What Is Financial Planning and What Is GREAT Financial Planning?
Most people have no idea what financial planning really is. One of the reasons for this is because just about anyone can call themselves a financial planner. …
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