Truth Is Not Always the Loudest Some of my clients and other friends have asked for my input on the goings-on related to the price volatility […]
Stories of Your Legacy I think everyone needs a troubadour. I’ve told a close friend, who is handy with a guitar, that if money […]
Life’s Expected Factors in Longevity Recently, I’ve been thinking about my death. When reviewing my social security statement, they predict my wife and I will […]
Wealth Preservation Planning You spent many years growing your wealth. You may be using that wealth to provide income during your retirement years. […]
The Journey or the Destination? As my wall calendar has quickly flipped from January to February, I am fighting the passage of time by thinking […]
DIY Stocks and Investing I am very much a forged handyman. I enjoy tinkering, fixing, and building various things around my house as well […]
Small Business Insurance and Retirement Planning Are Not Out of Reach Have a problem? Just ask a 13-year-old to write an app for that. Some start younger than 13, like Michael […]
Six Financial Lessons Solidified by my Horse I am a horse owner once again. Taking on this hobby when I did seemed fitting. Caballero came along in […]
Special Retirement Rules in 2020 That May Impact Your Taxes I recognize that some of this information in general does not apply to my clients. However, it is valuable to […]
Hello, 2021 December was a lot of fun at my house. I wrapped a ton of Christmas gifts for the 3 little […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
Market Rationality (Or Lack Thereof) I’ve had a number of conversations recently with clients and other investors who have asked me: “Why have the equity […]
