What To Do After Your Emergency Fund Takes A Hit
Last weekend, my wife and I experienced a sewage backup in our downstairs. I'll spare you the gross details. A cracked pipe under our...
We Worry About All The Wrong Stuff
Reflecting on almost 15 years worth of client conversations, I've noticed a trend that many investors tend to focus on things that matter...
Don't Believe Everything On The Internet
Snakes eat sharks! Yes, that is a thing on the internet. Earlier this week my kindergartener Maggie finished her first school report. Her...
Financial Advisors Are Supposed To Be Smart, Right?
Each month, Financial Planning Magazine publishes the results of their ongoing Global Asset Allocation Tracker. The tracker is a summary...
There Is No Free Lunch With Indexed Annuities
In the last year, I've had more clients than I can count on one hand ask me about these products. If clients are asking, it means...
There Is No Perfect Portfolio
Humans are perfectionists. We are constantly striving to introduce new efficiencies in our lives. Just look at all the apps available in...
Be Open Minded
Three weeks ago, my wife and I had the pleasure of hosting two financial advisor colleagues for a few days during their visit to...
Bias
Consider the following statement: If Donald Trump becomes president, he'll deport Muslims and build a wall on our southern border. Do you...
Why We Rebalance
Two nights ago I was visiting with my best friend and his family. His wife asked me how the market has been doing this year. I don't...
This Market Is Normal, Here's Why
Your January investment statements are about to arrive. Chances are you're going to experience some type of emotional response. It's not...
