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Insight for Your Investing

What should I focus on when investing? Dec 08, 2020

A client sent me the below pyramid that acclaimed author Morgan Housel built. Morgan told a...

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When Investing is Scary Dec 07, 2020

When I was twenty one I invested all my money in index funds. I had finally discovered the...

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Listening to music and investing is easy Dec 06, 2020

I just asked my Amazon Echo to play Taylor Swift’s New Years Day…..and then it...

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Is it ever going to be enough? Dec 05, 2020

Meeting with individuals and families regarding their finances is truly a privilege. Most...

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What a week without cellphone coverage taught me... Dec 04, 2020

This summer I spent a week in a part of Colorado that has no cellphone coverage. For that...

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Banks disguised as car dealerships Dec 03, 2020

I recently went in search of a new car. Not a Ferrari, don’t worry. I was looking at...

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You can't simply take my word for it Dec 02, 2020

I dispense advice to my clients to ensure they take the correct path with their finances....

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Are you a gambler? Dec 01, 2020

One of the avenues where I add value to my clients, is in helping them see themselves rightly....

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Our leader is gone, but his mission continues Nov 30, 2020

Jack Bogle recently passed away. His writings changed my view of investing and markets. I ask...

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Should you become a financial minimalist? Nov 29, 2020

Minimalism is making a bit of a comeback. All of humanity was a minimalist until the...

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There are no shortcuts Nov 28, 2020

You will always need a financial education. There are no shortcuts. A common mistake I see with...

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Fidelity and Casino Buffets Nov 27, 2020

Today is the day the cost of investing officially went to zero. Fidelity has opened up two...

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