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The Ultimate Gift

The Ultimate Gift

This time of year, we tend to think about different kinds of wealth: the bonds of family, the bounty of the harvest, the richness of life when surrounded by friends and loved ones. Many of us will soon gather together around a festive table, celebrating our holiday...
Economist’s Corner: Stocks Won

Economist’s Corner: Stocks Won

Monday, October 9th was exactly ten years from the stock market peak before the Financial Panic of 2008. To read more, please visit: http://www.ftportfolios.com/Commentary/EconomicResearch/2017/10/2/stocks-won Click below to download and print this article: First...
On my Soapbox: The Cost of College Tuition

On my Soapbox: The Cost of College Tuition

There are a few things I’m known for.   Among friends, it’s my sense of humor, and I’m certain there are at least three embarrassing Karaoke videos of me floating around the internet somewhere.   Professionally, I believe my clients appreciate the time I take to...
Rent Your Fun

Rent Your Fun

Given that summer has officially started, I thought I would share a piece of advice I give regarding vacations and leisure purchases.   As a financial advisor, it is not uncommon for me to get a call from a client who wants to look at buying a vacation property...
Why Lottery Tickets are a Good Investment

Why Lottery Tickets are a Good Investment

I know what you’re thinking.   What kind of financial advisor thinks buying a lottery ticket is a good investment?   After all, lotteries are referred to as a tax on people who are bad at math.   Statements like, “You are 11 times more likely to be struck by lightning...
Advice from my Future Self

Advice from my Future Self

At this time of year, it’s common for predictions to emerge about the economy. While they are interesting, I don’t think they provide us with much useful information.   Why? Because experts really don’t know anything more than the average investor. They just spend...
The Reality of Models

The Reality of Models

Checking the weather? Looking at a map of the world to plan your next vacation? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are simplifications of reality.   One example of a model is a...