Dear Retirement Investor, What If You’re Wrong?

Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in the economy—GDP growth, corporate earnings strength, positive corporate response to tax reform—we have recently rediscovered market volatility. In February, we saw a 10% drop in some of the indices in only 9 trading […]

We Hold The Line

I hope that by the time you’re reading this, the majority of the stock sell off has occurred. Of course, we may still have a few more storm clouds to weather. And that’s ok. The financial media is already using their platforms to sound the alarms because, for them, this is Christmas in February. Over […]

The Power of Distraction

We live in an amazing digital age. Today, thanks to technology, I am able to not only connect with friends from all parts of the globe—I can video chat with them, see their life moments in (almost) real time, and participate in their funny jokes and videos they share online. This connectivity is wonderful in […]

Can A Navy Seal Teach You About Finance?

Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been in the financial industry long enough to hear some pretty creative metaphors for financial stewardship, and to be fair, some are fantastic, while others are weak or overused. I mean, if […]

The Top 5 Things You Should Do With An Inheritance

Receiving an inheritance is nothing short of a blessing. With increased longevity taking hold of both the Baby Boomers and their parents, it’s likely going to stretch many a nest egg just to make it through one’s retirement years. If you consider that healthcare costs also tend to be the highest in the last few […]