Creating and Destroying Wealth
A capitalist system is a peculiar thing. No other economic system invented to date produces opportunities for creating as much wealth in...
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- Apr 22, 2022
- 3 min
Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
- Apr 22, 2022
- 1 min
Are Big Changes Coming for Retirees? - Video
The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...
- Apr 13, 2021
- 3 min
The Kids Will Be Okay
I was asked question a while back that completely stumped me. After scrambling to formulate a response and coming up with absolutely...
- Nov 24, 2020
- 3 min
Do You Need a Financial Advisor?
I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...
- Aug 26, 2020
- 3 min
Money on the Mind
Some things in life are constant. Worrying about money, I’ve learned, is one of them.
- Aug 22, 2019
- 3 min
Taking the Lead
In a relationship, usually one person takes the lead. It could be on the dance floor, in the kitchen, or in social situations. Taking the...
- Jan 19, 2019
- 2 min
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...
- Dec 15, 2018
- 3 min
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...
- Nov 17, 2018
- 3 min
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...
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