During the last few weeks I’ve been celebrating my mother’s life and choosing to remember all the good times before the Alzheimer’s diagnosis took many things from her. My mom spent the last five years of her life living in care facilities. There were many difficult days for my mom [...]
Recently I attended the 2018 LINC Conference held by TD Ameritrade. At the event, a wealth of information was shared about the future of the investment management industry. One of the most valuable bits of insight I received was from a recent survey conducted by Dimensional Fund Advisors. The survey [...]
As a father of boys ages 5 and 1, I am the first to admit, I’m no parenting expert. In fact, there are days when I feel like a total parenting failure. But, I do my best, and seek wise counsel when possible. Since parenting is being discussed in my [...]
As most people do, during the Christmas season, I sat down with my family and watched a Christmas Carol this past weekend. Despite the fact that I have heard the tale of Ebenezer Scrooge dozens of times before, for some reason, this year my interpretation of how Charles Dickens characterized [...]
It’s that time again. Even though it comes consistently at the same time every year, Christmas somehow always seems to sneak up on us. We say that next year we will save money throughout the year to reduce the burden of all the additional expenses related to the holiday, yet [...]
Anyone who has read my columns knows I’m all about saving money. I was raised by parents who never paid full price for anything and valued the “deal” more than the actual item being purchased. When people ask me how by age 30 I had a “paid off” home mortgage, [...]
For generations, “keeping up with the Joneses” has been a national pastime. Because Americans seem to be naturally competitive, many of us feel the need to make sure we measure up to our peers. In the new age of social media our desire to see how we measure up to [...]
