Blog 2018-10-24T13:20:54+00:00

Why You’re Hardwired to be Bad at Money

Why are money decisions so stressful? No, it's not because you're broke. It's because your brain is fundamentally challenged when it comes to financial choices, according to neuroscience. And going it alone only makes it worse. "Our brains are really good at avoiding major risks and keeping ourselves alive," says [...]

By | November 15th, 2017|Categories: Uncategorized|0 Comments

New Investment Rules for Retirement Investing

On June 9, the U.S. Department of Labor’s Fiduciary Rule—the most famous and controversial set of investment regulations you’ve probably never heard of—is going to start taking effect. The rule promises better protection for investors who employ financial advisors to help manage their retirement accounts, including rollovers into an Individual [...]

Financial Mission – The Retirement Gridiron

“Financial Mission - The Retirement Gridiron”   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 [...]

By | June 2nd, 2017|Categories: Retirement Income Planning|0 Comments

Remembering the Fallen

“Remembering the Fallen”   Today, Memorial Day, is the day we remember those who have fallen while serving America and her people in defense of freedom and freedom's cause. Many of us know the shock of losing someone dear, especially when it's unexpected. I lost a brother in 1996 when [...]

By | May 29th, 2017|Categories: 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 [...]

By | May 19th, 2017|Categories: 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 [...]

By | May 17th, 2017|Categories: 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 [...]

By | May 12th, 2017|Categories: 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 [...]

By | May 9th, 2017|Categories: 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 [...]

By | May 5th, 2017|Categories: 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 [...]

By | April 25th, 2017|Categories: 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 [...]

By | April 21st, 2017|Categories: 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 [...]

By | April 5th, 2017|Categories: Investment Management|0 Comments

Monkey Business!

“Monkey Business!”   In Roman mythology, the hero Hercules used his divine strength to smash through the mountain that used to be Atlas. This created the Straits of Gibraltar, linked the Atlantic and the Mediterranean, and forged the famed Rock of Gibraltar. The so-called “rock” is an enormous limestone monolith, [...]

By | March 16th, 2017|Categories: Uncategorized|0 Comments