Financial Planning:
Thoughts and Commentary

Everyone wants to have the highest investment returns with the lowest amount of risk. But the average investor knows that this isn’t...

From time to time I dedicate a little of my professional focus on my own financial plan, and make sure I am practicing the behavior I...

In the final part of a three-part series, about what planners do and do not know, we explore the most important variable in financial...

For this month’s ‘For your consideration’ I submit the second of three parts in a series of ‘what-If’ scenarios. Factors of financial...

Nothing is better than the changing of the seasons! In fall leaves change colors, decorating the landscape. In spring flowers come...

Every so often there is a news story that crosses the borders of various genres. Usually entertainment news stays within the universe of...

Approximately twice a year, the stock market delivers three to four weeks of consistent negative returns. It is not an unusual event,...

In this week’s ‘For your Consideration’ I submit another ‘top ten’ list. I enjoy lists! Shopping lists, tasks lists, agendas - They...

Whenever you are standing on one of life's ledges, it always seems difficult to get yourself to make the leap. Skydivers lament that...

Over the last ten to twenty years, the financial environment, with the help of widely available technology, has slowly changed the the...

Decisions Decisions....Life is full of them. Some decision are more important than others, while some are certainly more fun to make. ...

Well, I guess summer is over. Albeit, not according to the seasonal calendar, but rather the calendar in my head as a parent. School...

For this month's 'For Your Consideration' submission, I'm going to open up to all of you reading this article. Since clients and...

I have a hypothetical offer for you. What if I told you that I could guarantee that you will achieve all of your financial goals with no...

Having 'a system' at a casino is about as useful as having a rake during a tornado. There are periods where you feel like you are making...

This month’s ‘for your consideration’ will be a quick lesson about the ‘whys’ of asset volatility. What makes the value of an asset go...

What’s with all the hyper active reporting on the financial networks? What’s everyone shouting about? And why does it seem that it’s...

The most common question I get asked when I tell people I’m a financial planner is, “what stock do you think is the next one to go big?’....