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May 27, 20148 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...
May 14, 20144 min read
Watch out for “FREE Prize Inside” Financial Advisor Marketing!
Have you ever been promised something for free only to find out that there were strings attached–or worse, that it was a complete...
May 10, 20146 min read
Stock Market Review May 2014
Stock Market Review: May 2014 Mixed Signals Investors hoped that April would see the US economy pick itself up coming into the spring...
Apr 18, 20145 min read
Stock Market Review: April 2014
Market Review: April 2014 Continued Uncertainty in Emerging Markets Emerging Markets (EM) continue to struggle and capture the attention...
Apr 17, 20141 min read
I was interviewed by The Wall Street Journal!
As I mentioned in a previous post, I have been working diligently with my business partners over the last few weeks to assist a client...
Apr 5, 20142 min read
A Brief Update
Yes, I’m way overdue for a blog post…I wake up most mornings and tell myself that “today is the day”. However, I have found myself...
Mar 15, 20143 min read
Newly Married Young Couples: Debt Monsters
Does your relationship have debt problems? What does your Debt Monster look like? One of my favorite things to do in my spare time is...
Mar 6, 20145 min read
Newly Married Young Couples: Fighting about Money
“Fools give full vent to their rage, but the wise bring calm in the end.” — Proverbs 29:11 Now that you’re married, your personal...
Feb 26, 20145 min read
Newly Married Young Couples: Your Wedding Day
“I cannot wait to be broke after a few short years of marriage.” –No one ever A Prelude to Your Wedding Day… Let’s play a brief game of...
Feb 18, 20143 min read
Financial Series: Newly Married Young Couples (Intro)
As I begin writing this, I must confess that I’m not a writer–at least, not by trade. Sure, I have the occasional blog post, a journal...
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