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...

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...

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...

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

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

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...

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...

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....

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....

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...

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...

There are no shortcuts Nov 28, 2020

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

Fidelity and Casino Buffets Nov 27, 2020

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