How A Reverse Mortgage Can Improve Your Cash Flow & Financial Plan
You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...
Are You Too Old School With Your Money?
Last week my Mom and I were Facetiming during dinner. If you're an Apple geek like me, you'll know what that is. She asked how she could...
How Many Stocks Do You Need To Be Diversified?
Diversification is what's required of investors who aim to eliminate the risks unique to any one particular stock. I'm talking about...
Talk To Your Family About Money
Last weekend my parents joined my family for a picnic up in the mountains. My wife made a comment about how nice it was to have such...
What To Do With Proxy Votes
You know those confusing communications from your investment portfolio alerting you to a shareholder meeting? You probably spend 10...
Struggling With Your Financial Plan? Try This.
Completely unplug for a week. Yup, that's essentially it. As many of you know, I just returned from a two week trip through southwest...
Your "Independent" Financial Advisor Isn't Independent
When I was working at my previous brokerage firm, I loved referring to my company as an independent firm. This is what I was coached to...
Buying Stupid Things
A few weeks ago my wife and I watched our neighbor's boys, aged 8 & 11, while they spent the day car shopping. I didn't think much of the...
Are You Afraid Of The Stock Market?
Investors have been pampered the last several years. We've gotten conditioned to year after year of positive gains. Then, the stock...
Half The Story
One of my biggest pet peeves is when someone makes a point but only uses some of the evidence to justify their position. When you know...
