Featured image for “Simple Investing:  Active, Passive and a Long Term Method for Success”
11/01/17

Simple Investing: Active, Passive and a Long Term Method for Success

Basic Investing Formula Investing has two equally important decisions. Buying and Selling. Since time works to our advantage, buying at a fair price and waiting a long period of time
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10/10/17

Q3 2017 Market Update

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index
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Featured image for “The Beauty of Investing”
10/10/17

The Beauty of Investing

I am constantly amazed at the vast array of opinions and approaches to investing. Seems like every year something ”new” is created that will change the investing world. Yet, after
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Featured image for “Lets Get Real on Alternative Investments”
10/06/17

Lets Get Real on Alternative Investments

Lets Get Real on Alternative Investments Not a day goes by where I do not receive some marketing pitch about adding alternatives into my portfolio mix. The pitch goes something
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Featured image for “What is Contentment”
10/05/17

What is Contentment

Contentment One of my greatest challenges in life is contentment. I have a strong hunch that I am not alone in this ongoing battle. We believe one’s level of contentment
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Featured image for “When will it End? – Advisor Focused”
09/15/17

When will it End? – Advisor Focused

Why do successful Advisors remain balanced and invested if we think a recession may happen? With all our knowledge, shouldn’t we be able to move out and sit in cash
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Featured image for “Joy & Stuff: A Complicated Relationship”
09/15/17

Joy & Stuff: A Complicated Relationship

I love my home and I often hate my house. I love driving my car and I often hate the car itself. It seems that the ‘stuff’ that surrounds us
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09/06/17

When will it End?

The question on everyone’s mind: When will the stock market rally end? Since March of 2009, the stock market (‘The Dow’) has experienced a nice recovery and expansion from a
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Featured image for “Is now the right time to Invest in the Stock Market?”
08/28/17

Is now the right time to Invest in the Stock Market?

Is now the right time to Invest in the Stock Market? Meet my good friend Barren Wuffet. (Yes this is a fictional story, and yes I did switch the letters
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