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Nov 10, 20204 min read
2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...


Oct 6, 20204 min read
The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...


Sep 14, 20204 min read
Process Is Paramount
Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...


Aug 12, 20201 min read
Money Knowledge
Money is a complex language. There’s money knowledge and then there’s the techniques and vocabulary of finance. These financial...

Jul 29, 20201 min read
Supporting Local Businesses
Small business is a passion of mine. Every day, millions of entrepreneurs and small businesses wake up and embrace the daily grind. As a...


Jun 12, 20187 min read
Dear Retirement Investor, What If You’re Wrong?
Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in...
Jan 5, 20184 min read
The Time I Got a $7500 Haircut
What a finish to 2017! As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...


Nov 29, 20174 min read
5 Reasons You Shouldn’t Invest In Bitcoin
If you’ve been paying attention to the talking heads lately, you’ve probably heard something about the phenomenon that is Bitcoin. Or...
Jun 23, 20173 min read
The Power of Distraction
Like anything in life, moderation is important. Technology has not only enabled us to connect with long lost friends and family, it can...


Jun 2, 20174 min read
The Top 5 Things You Should do with an Inheritance
Receiving an inheritance is nothing short of a blessing. With increased longevity taking hold of both the Baby Boomers and their parents,...
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