Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
Investors: the value of time vs. wealth According to the Population Reference Bureau, the average life expectancy for those born in the US is 76 for men […]
Planning for post-retirement Have you ever noticed how anti-climactic birthdays can be? The slow build-up all year long, only to eventually turn the […]
Lessons from a layoff Nearly 40 years ago, I found myself without a job. The area where I was living had lost several major […]
The upside of being wrong One of the things I love to read online (usually on Twitter) is when people admit that they have been […]
Financial Mindfulness and Health We all have busy day-to-day lives. With work, kids, spouses, and short attention spans being the norm these days, it’s […]
The value of personal financial planning As I write this blog, I sit in front of the Federal Building in Washington DC. I’m about to start […]
The power of choice “Alea jacta est” was what Julius Caesar reputedly said when he crossed the Rubicon river in 49 BC. “The die […]
How Technology has Changed the Markets As a Financial Advisor, I can’t usually make any promises. But there is one thing about this industry that remains […]
A Life Story It was the best of times, it was the worst of times Once upon a midnight dreary Call me Ishmael. […]
Weekly planning for life’s little disasters Last week my Monday morning did NOT start off right. There I was, happily driving to work with my favorite […]
Recent college admissions scandals bring skills gap into focus Recent headlines about parents who allegedly bought their kids’ way into college has been the topic of many conversations. It […]
