5 Most Common Questions
I meet with prospective clients and current clients regularly. I talk financial planning all day, every day. I love what I do and am very fortunate that it pays the bills. But no matter which type of person I […]
Diversification Works When You Don’t Want It Too
Dow Jones hits an all time high, the S&P is roaring, so people think their portfolios must be up bigly… Then they get their statements and are shocked to see little to no growth…. When people talk about the market […]
Missing Money
Isn’t it awesome to find money in an old pair of pants, under the seat cushion or on the street? Missing money will help you find money on a much much bigger level. This website will assist you in […]
Should You Pay Off Your Mortgage or Invest?
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire […]
10 Truths About Successful Clients
After working with hundreds of people and having thousands of conversations about financial planning I have found some recurring themes. This isn’t my list or a general list, instead it is a list of 10 things I have seen/heard […]
