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Days vs. Decades
Coronavirus pandemic, toilet paper shortages, sporting events cancelled, social gatherings shut down – the start of the new decade has...
Apr 28, 20202 min read


Was That the Bottom?
The market is on a tear. Since March 23, the U.S. stock market has rallied just more than 26%, as of April 10. We just capped off the...
Apr 13, 20203 min read


They’re All Guessing
When I first started studying the stock market and what makes it tick, I was always captivated by people who confidently predicted what...
Mar 31, 20202 min read


Give Yourself a Break
Well, that was a wild week in the stock market. We have not seen fluctuations as drastic as last week since 2008. In fact, every day last...
Mar 17, 20203 min read


Throw the Dogs a Bone
When it comes to reviewing investment portfolios, there is an interesting phrase that is often uttered. It’s usually a version of this:...
Feb 25, 20203 min read


What’s So Hard About Investing?
Investing is difficult. It can make smart people look dumb. And it can make lucky people look smart. You can be right about an investment...
Feb 11, 20203 min read


The Golden Era – Part Two
In my last article, I made the case for why I believe now is the golden era of homeownership. I want to expand on – and sum up – my...
Jan 28, 20203 min read


The Golden Era
My generation is lucky. When it comes to purchasing one of the biggest assets on most households’ balance sheets, we have a huge...
Jan 14, 20203 min read


Gold: Bah! Humbug!
Ebenezer Scrooge’s famous catchphrase nicely sums up my enthusiasm for gold as an investment. Bah! Humbug! I have heard every argument...
Dec 30, 20193 min read


The Cost of Retirement
There is one burning question I repeatedly hear from those who are nearing retirement. It’s a simple question, and fortunately there is...
Dec 16, 20193 min read


How Much Is Enough?
This time of year is focused on giving thanks and counting our blessings. In this country, especially, it seems appropriate to reflect...
Dec 2, 20193 min read


Watch Your Step
Investing for retirement is like mountain climbing and flying airplanes. Surprisingly, the riskiest part of the journey isn’t the climb....
Nov 18, 20193 min read


Should You Pay Off the Mortgage?
Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to...
Nov 4, 20193 min read


Fun with IRAs
IRAs are one of the most popular retirement savings vehicles in the United States. Used correctly, to save for future retirement...
Oct 21, 20193 min read


If You Have Your Health…
Do me a quick favor and re-read the title of this article. Can you finish the popular saying? I am guessing you probably can, but if not...
Oct 7, 20193 min read


The Knowledge Gap
Call me a skeptic. I came across a statement the other day in an article about financial literacy. It’s a statement I have stumbled upon...
Sep 23, 20193 min read


The Good Old Days
As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?”...
Sep 7, 20192 min read


How to Get Rich
The inspiration for these columns comes from a number of places. It may be a question from a client, a piece of research I read, or a...
Aug 26, 20193 min read


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...
Aug 22, 20193 min read


The Dreams We Dream
We all have a dream. It’s why entrepreneurs fail. It’s why marriages end in divorce. It’s why retirees go back to work. We all have a...
Jul 31, 20193 min read
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