Retirement

  Just before I went out for a mile swim in the waters of the Gulf of Mexico, my non-swimmer friends panicked about me swimming with sharks.Off the coast of…

  Thomas Edison was both hearing impaired and fidgety. He only lasted three months in school where his teachers said he was “too stupid to learn anything.” He was eventually…

  As many prepare to watch the Super Bowl this coming Sunday, it’s natural to think about teamwork. Without it, neither the Seahawks nor Patriots would be where they are…

If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The threat of…

  Being reactive can be frustrating and even costly… John and June (as I will refer to them though not their real names), came in for a conversation a few…

  For far too many the ultimate retirement lifestyle feels out of reach.  Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT…

  You’re doing everything right on paper. You’ve climbed the ladder. You’re successful enough that your financial decisions now require research, comparison, and usually a second opinion. But here’s the…

  Here’s a stat that stops a lot of people in their tracks: Less than 4% of all U.S. stocks have been responsible for the market’s net gains going back nearly…

  As we move into the fall season, it’s a natural time to pause and reflect. The year is winding down, and with it comes an opportunity to take stock…

  With government shutdowns becoming more frequent and lasting longer — from one day in the 1980s to 35 days in 2018-20191 — it’s important to understand how these events could…