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Ordinary Is Extraordinary
There’s something really tough about growing wealth. It’s that life isn’t lived on a spreadsheet. I can easily demonstrate to you that it...
Feb 16, 20213 min read


My Trick to Budgeting
There’s a really neat trick to budgeting that makes it a breeze. I want to tell you about it. First off, I help people make smart...
Feb 2, 20213 min read


To All the Penny Pinchers
Please, allow me to confess. I am a recovering penny pincher. It’s true. I first recognized that about myself in junior high. I would...
Jan 19, 20213 min read


An Investing Lesson from 2020
The stock market routinely issues lessons to investors. That’s nothing new. But I’m not sure one calendar year has ever captured the full...
Jan 5, 20213 min read


Time…Is on My Side
Yes, it is. And time is on your side, too, when it comes to building wealth. More than you probably know. There are three ingredients in...
Dec 22, 20203 min read


Learn From the Best
Let’s say you’re a college quarterback looking to make it to the next level. You know you need to hone your game, put in the reps and the...
Dec 8, 20203 min read


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...
Nov 24, 20203 min read


Tough Questions: Returns
I often find myself on the receiving end of some really tough questions. The questions are usually lobbed by curious clients. I sometimes...
Nov 10, 20203 min read


Money Mind
We are born into this world with certain predispositions, natural ways of thinking and acting. This is obvious when it comes to...
Oct 27, 20203 min read


The President and Your Portfolio
When it comes to politics, elections produce winners and losers. When it comes to investing, the race is clear. The winners, by a...
Oct 13, 20203 min read


Pick Your Poison
People want what they can’t have. It’s human nature. But human nature is often at odds with sound investing. We may feel highly evolved...
Sep 30, 20203 min read


Gaining an Edge
When it comes to investing, the holy grail is an edge, a piece of specific knowledge that no one else knows.
Sep 15, 20203 min read


Money on the Mind
Some things in life are constant. Worrying about money, I’ve learned, is one of them.
Aug 26, 20203 min read


Can’t Buy Me Love
When The Beatles released Can’t Buy Me Love in 1964, they told adoring fans around the world that money wasn’t everything.
Aug 12, 20203 min read


What the Future Holds
I’m worried. My worry does not relate to our current state of affairs, it's the government's reaction to them that concerns me.
Jul 29, 20203 min read


The Incredible Shrinking Interest Rate
It is no secret. Interest rates have shrunk to microscopic levels.
Jul 15, 20203 min read


Is Working Worth the Benefit?
In meeting with someone recently, they asked a wonderful question, “Is working worth the benefit?” The benefit they were describing was...
Jul 1, 20203 min read


There's Always a Reason
The stock market selloff in February and March proved yet again an important point about investors. Not many would own up to it, though....
Jun 16, 20203 min read


Where Does the Market Go From Here?
Turn back the hands of time for me. Go all the way back to May 30, 2019, one year ago. Let’s say you were at a big group gathering, the...
Jun 5, 20203 min read


No One Feels Wealthy
Beauty is in the eye of the beholder, or so the saying goes. Believe it or not, wealth is equally subjective. One of my big revelations...
May 16, 20203 min read
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