That’s the sense I get from many people that I talk with today. There’s so much going on, and coming at us so fast. If you turn on the news, peruse the internet or pick up a newspaper, all you
Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients? I think we could write a book on these four questions. Whatever happened
Who will have the greatest impact on your financial future? You or President-elect Trump? Now I know there are two groups in this country: one hates what they see going forward based on our election; and one loves it. What
Let me ask you a question? Do you perceive the Boston Tea Party as a negative historical event? I would agree that in the short-term it was not very pretty, yet in the long-term it led to the independence, formation,
I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful
We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over
Recently, my father passed away at 94. Considering that his friends were all dead, the church was fairly full. The Legion attended with a military squad. The Navy played “Taps” and conducted a flag ceremony which ended with the presentation
It’s a new year and it’s getting close to tax time. Most of us are busy and ignoring what needs our attention. If you are one of those rushing to the post office with your return on April 15th, that’s
It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
In a recent meeting, my clients and I discussed their desire to leave 10% of their estate to charity and the rest to their children. Their financial success is significant, not like you read about in the news, yet charity