Financial Mission – Emotions and Retirement Planning

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Emotions and Retirement Planning If you choose [...]

By | 2017-08-09T17:04:42+00:00 May 26th, 2017|Retirement Income Planning|0 Comments

Financial Mission – Rookie Mistakes

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Rookie Mistakes If you choose to accept [...]

By | 2017-08-09T17:04:42+00:00 May 19th, 2017|Retirement Income Planning|0 Comments

You Don’t Wanna Cry!

  For those of you paying attention to tech news over the weekend, you have heard about a recent trend hitting UK hospital networks, among others, regarding a new strain of Ransomware called "WannaCry." While money managers have not been impacted, I wanted to take the opportunity to remind everybody about what it does, as [...]

By | 2017-10-20T19:46:32+00:00 May 17th, 2017|Retirement Income Planning|0 Comments

Financial Mission – The Retirement Marathon

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: The Retirement Marathon If you choose to [...]

By | 2017-08-09T17:04:42+00:00 May 12th, 2017|Retirement Income Planning|0 Comments

Evidence Based Portfolios

“Evidence Based Portfolios”   You don’t know what you don’t know.  It’s the part of the iceberg under the water. Continuing with our series on the Science of Smart Investing [excerpted from ThinkAdvisor] Part 3: Evidence-Based Portfolios  In the recent book “The Incredible Shrinking Alpha”, Larry Swedroe, director of research for Buckingham Strategic Wealth, and his co-author [...]

By | 2017-08-09T17:04:42+00:00 May 9th, 2017|Retirement Income Planning|0 Comments

Financial Mission – Major Life Events

“Financial Mission - Major Life Events”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Major Life Events If you choose to [...]

By | 2017-08-09T17:04:42+00:00 May 5th, 2017|Investment Management|0 Comments

Will You Join Us?

“Will You Join Us?”   I wanted to personally invite you to our upcoming Memorial Day Celebration - we're remembering our veterans! Please join us Friday May 12 at Manor Hill Brewing! Please note:  We are capped at 50 people by the brewery, so register ASAP! Register online or by calling Gracie at 443-718-6311. Event Details Location:  [...]

By | 2017-08-09T17:04:42+00:00 April 25th, 2017|Investment Management|0 Comments

A Scientist’s View of Investing

“A Scientist's View of Investing”   Hey there! I hope everyone had a wonderful Easter or Passover celebration. I ended up having a ridiculous case of bronchitis; I could hit the really high and low notes in choir, just not the ones in the middle! In continuing our story from a couple weeks back, we [...]

By | 2017-08-09T17:04:42+00:00 April 21st, 2017|Investment Management|0 Comments

When Small is BIG!

“When Small is BIG!”   The market’s been moving around lately (with the usual accompanying commentary), so I’d like to revisit some basics, plus the science. I’m always talking about ‘global diversification’ and proper allocation. But what exactly does that mean and WHY does it matter? This email will be divided into 3 parts, because otherwise, it’ll [...]

By | 2017-08-09T17:04:42+00:00 April 5th, 2017|Investment Management|0 Comments

How You Can Still Be Broke with $500,000 in Income

“How You Can Still Be Broke with $500,000 in Income”   In my Retirement Planning Courses, a topic I touch on regularly is - know your numbers! At least do a ballpark spreadsheet of monthly fixed expenses versus discretionary. Yep . . . it sounds like a diet - track everything you eat - and we [...]

By | 2017-08-09T17:04:42+00:00 March 28th, 2017|Uncategorized|0 Comments