Investing for a Lifetime One of the simple rules of investing is to invest in what you know. When you know what you are invested in, and perhaps more importantly, why you own it, you can remain a long-term investor. Being a long-term investor is critical to achieving market (and possibly out-sized market) returns. This…

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The #1 Enemy of Smart Investing I was determined to do it this time… climb to the top and make the leap! This last weekend was my annual father/daughter date weekend at Camp Highland. Camp Highland creates a meaningful environment for me to connect with my daughter, Avery Kate, at a heart level while enjoying…

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Questions Matter More Often, I will be on the phone with a woman after one of our informational webinar briefings to answer her most pressing questions about retirement, taxes, and investing. As I ask questions to learn about what she wants and the concerns she has, I am often stopped with a statement like: “Thank…

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What is often said to a person who appears lost? Nothing, other than, “Are you lost?” The person is left with few options. Saying “yes” requires admission of something that may be embarrassing. Ignoring the question is rude. Saying “no” requires the person to lie – which the questioner has often forced the person into…

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