Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....
The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...
Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...
You think we look pretty good together You think my shoes are made of leather But I'm a substitute for another guy I look pretty tall, but my heels are high The simple things you see are all complicated I look pretty young, but I'm just back-dated, yeah "Substitute" - The...
Last Monday morning, while on vacation with my family, I fell into one of the oldest traps in financial media. Despite knowing better, I opened the CNBC app on my phone to "check in" on the stock market. The top headline screamed, "DOW PLUNGES MORE...
As some of you know, last month I traveled to Rwanda for 10 days with my church (Church of the Apostles). Rwanda is a place that has held my fascination since I was a teenager, so finally being able to travel there was something like...
The Olympics have returned once again with excitement and intrigue. There are plenty of fun storylines to follow: Simone Biles returning, Katie Ledecky going for history, the US Men's Gymnastics team going for their first team medal since 2008, or even just the thought of...
If you have ever seen six-year olds playing soccer, then you will have seen the inevitable instance of one kid (and therefore a whole pack of kids) who forgot or possibly never knew which goal they were supposed to be scoring on. But even at the...
I recently read an article on the Psychology Today website titled "I Just Retired. Why Am I Unhappy?" by Katherine King, Psy.D. In her piece, Dr. King discusses how transitioning into retirement can be emotionally challenging due to factors such as boredom, loneliness, and unmet...
A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. They Broke Up in 1989. The article details how two people, Jeffrey Rolison and Margaret Sjostedt, dated for...
