Insight for Your Investing

Investing is like grocery shopping (if you have a guide) Nov 14, 2020

The picture above is of my three year old shopping at Trader Joe’s. She loves it. You can...

Lessons from my Pecan Tree Nov 13, 2020

The pecan tree pictured is in front of my house. Recently a nice lady stopped by and said she...

Don't take the investing journey alone Nov 12, 2020

I am pictured above during a hike in Mueller State Park, Colorado with one of the top estate...

What I learned unwinding a ponzi scheme Nov 11, 2020

I once worked for a lawyer who had been appointed receiver of a failed company by the SEC. The...

College was very confusing times... Nov 10, 2020

At Texas A&M I studied Finance. It was pretty clear after talking to professors and ...

I am not white glove, I hand out work gloves Nov 09, 2020

I do not provide ‘white-glove’ personal finance services to my clients. I ask my...

How to be a 'pusher' in your personal finances Nov 08, 2020

I recently finished play in my 3.5 tennis league. My strategy was simple, just hit the ball back...

Does conflict free financial advice exist? Nov 07, 2020

A recent article in the Wall Street Journal is titled, “Why your financial...

Hoarders: Personal Finance Edition Nov 06, 2020

I would like you to try an exercise today. In less than thirty seconds, describe your...

When the game is won, don't take a huge risk Nov 05, 2020

The Atlanta Falcons had all but won the Super Bowl. They were up by 8 points with a few minutes...

Investors: Beware of status anxiety Nov 04, 2020

When otherwise intelligent, hardworking folks find themselves in terrible investments, a...

Your 401k is a bad teacher and a great investment tool Nov 03, 2020

Your 401k is a poor educator and a great investment tool. I tell clients it is probably best to...