09/03/19
Fishing & Investing
A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially
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03/25/19
Recognizing the Reasons for Success
A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods.
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10/12/18
The Market Seems Angry; How Are You Feeling?
And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf.
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10/04/18
How Do You Measure Success
One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process
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03/23/18
Is Buying a House like Buying a Stock?
Yes! If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock. My wife and I are currently
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01/05/18
Emotional Tweets: A Cautionary Tale For Investors
Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter,
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11/03/17
Learning Something New; Why Financial Language is so Hard to Understand
A big part of what we do is educating people about the financial and investment landscape. Those who are able to speak with a high level of financial knowledge or
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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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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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