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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


You Choose
When it comes to investing, we often want what we can’t have. We want all the reward with no risk. All the upside with none of the...
Jul 19, 20193 min read


Politics and Your Portfolio
There is a well-worn saying about proper etiquette when meeting someone for the first time or when in the presence of mixed company. In...
Jul 9, 20193 min read


If We Could All Be So Lucky
If I had just one wish for my kids, it would undoubtedly be for good health. Beyond that, I have several other wishes that are difficult...
Jun 20, 20193 min read


What You Don't See
Wealth is a bizarre thing. You can have a lot and live like you have little. You can have little and live like you have a lot. In both...
Jun 7, 20193 min read


A Bad Year? Not a Bad Investment
God bless the farmers. They may need it this year. Last week I tuned into a presentation on agriculture land values. It was fascinating....
May 18, 20193 min read


The Greatest Investment of All Time
Garry Kasparov is widely recognized as one of the greatest chess players in history. Think you could outwit him? Maria Callas is often...
May 18, 20193 min read


The Lie That Won't Die
It happened again. I found myself in a group of people, listening to an individual caution the others on the dismal state of Social...
Apr 19, 20193 min read
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