

3 Investment Lessons From The Super Bowl
Around the office this morning many of the conversations revolved around Seahawks offensive coordinator Darrell Bevell’s questionable...


Thinking About Ultra Short Duration Bond Funds For Safety? Go To The Bank Instead.
Occasionally I’m asked what investments to consider for a short time frame. My answer is always the same: NONE! If you’re saving for...


How To Handle Investment Volatility In Your Portfolio
I’ve been in the financial services industry for two and a half full market cycles, and I’ve learned something about investor behavior...


How To Simplify Your Portfolio
In my year end newsletter to clients I talked about simplifying the financial planning process as well as reducing the number of...


Why You Should Avoid The Financial Media
We’re often told the more effort and energy we put into something, the better the result we’ll get. This couldn’t be farther from the...












