Anyone who reads my column regularly probably knows I’m a planner. There are rarely occasions where I make a decision before researching the matter in depth weighing both the pros and the cons. This desire to always have a plan, probably stems from the fact that I feel an overwhelming need to always be [...]
This past Monday, Chase Bank made national news for an unintentionally controversial tweet they sent their 365,000 followers. The tweet depicted an imaginary conversation between a person and their bank account. The full tweet was as follows You: “why is my balance so low?” Bank Account: “make coffee at home” [...]
April 15 has come and gone. Hopefully you did not find yourself in sticker shock when you signed your tax return this year, but if you did you’re not alone. I have heard a lot of people say their refund was not as much as usual, or they actually owed [...]
Today, in many circles it has become culturally acceptable to vilify millionaires as somehow evil or not worthy of the wealth they have accrued. Young people in particular have bought into the lie that in the interest of fairness, wealth should be taken from those who have built it and [...]
For many of us struggling with the continuing growth of health-care costs, the fear of an unforeseen medical expense occurring is ever-present. This past fall, my oldest son fell while on the dreaded monkey bars and broke his arm. Aside from the pain of seeing my first-born injured, the pain [...]
Many of us wanting to gauge the health of the US economy use the Dow Jones Industrial Average as our barometer. If the Dow is up big we assume the economy must be doing very well, and if it’s down we start preparing for the next recession. However, events that [...]
It was a little over a year ago that I opined on the sad news that a beloved part of my own childhood Toys R Us would be permanently shutting its doors. Recently, Sears declared bankruptcy and it would appear that another priceless piece of my childhood might soon be [...]
Last week I was blessed to attend the 2019 LINC conference in San Diego. This conference for Registered Investment Advisors is one of the best in the industry, and the wealth of information I was able to gain from its speakers and workshops was priceless. One thing in particular that [...]
Every February 14 people across America and around the world looking to celebrate Valentine’s Day will spend money on flowers, candy, jewelry, dinner and other gifts all in the name of “love”. How much money, you ask? According to The National Retail Federation, the good people of America spent approximately [...]
This might offend a few of you, but I have been a fan of the New England Patriots for a long time, and was excited to see them win their sixth Super Bowl Sunday night. There is just something about the standard of excellence they have maintained for nearly two [...]
