The Next 30 Years
“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger...
Read More
Tag: behavioral finance
Money Conversations: Part 1
One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I...
Read More
Our Resistance Can Sabotage Us
One of the more interesting features of social media is the digital archive it keeps of our posts....
Read More
An Honest Mechanic
When I was a young boy, my mom and dad bought a baby blue cadillac. I don’t remember much about...
Read More
Investors: Tie Yourself To The Mast
One of the most important roles for financial advisors is that of behavioral coach and information...
Read More
Muscle Memory: Train Yourself to Endure
As long as I live, I’ll never forget Lake Chilly Water. Tucked away at Camp McCall in the...
Read More
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...
Read More
Process Is Paramount
Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw...
Read MoreThe Power of Distraction
We live in an amazing digital age. Today, thanks to technology, I am able to not only connect with friends from all parts of the globe—I can video chat with them, see their life moments in (almost) real time, and participate in...
Read More
The 1% Solution
According to the 2016 Insurance Barometer Study by Life Happens and LIMRA, 1 out 3 households...
Read MoreThe Problem With Tomorrow
I read a great article recently that was attributed to Jim Rohn, where he stated, “The problem with waiting until tomorrow—to do anything—is that when it finally arrives, it’s called today.” Waiting until tomorrow, or any form...
Read MoreTrump is President-Elect…Now What?
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the election results, I decided to wait a few more days and reflect on the best way to offer a...
Read More