Lesson #14: Reviewing the Meaning of Rich In all our lessons so far in Kids & Money, we’ve focused on helping both us – and our children […]
Home buying for the young and restless Snoop Dogg, Kendrick Lamar, Drake or Slim Thug aren’t exactly who I would turn to for real estate or home […]
Why I was wrong about millennials As a financial advisor, retirement planning conversations are common. I recently attended a different type of retirement event, and it […]
One Investor’s Hair Raising Adventures Happy birthday, Dad! My father would have turned 90 on February 6th of this year, but the passing of time […]
For the Love of Money: Wealth management for couples Ahhh… Valentine’s Day. An evolution from animal sacrifices to diamonds and flowers. The holiday itself isn’t the only thing related […]
Leaving a Mark | July 2017 “What are we, a mile from the sun?” asked Lawrence Bourne III in one of Tom Hanks’ lesser films. Hanks […]
Timing the Market | April 2017 You can’t time the market. You have heard that, right? This is an accepted truism in the investment business. It […]
Government Gridlock | November 2016 ‘Tis the season. The question you might ask is, “The season for what?” Late November is the season in America […]
Will I Outlive My Savings? | September 2016 For your education and entertainment this month, I wrote an over-long and painfully boring column on “sequence of returns” and […]
Investing Basics | June 2016 Well, okay then. I hear you. You want an answer re: “How should I invest my retirement account?” First, however […]
Investment Advertising: Sell to Fear and Greed | March 2016 I like math. Yes, I’m talking about mathematics, the subject we all took in school. I have come to the […]
