Blog

Circle the letters in the list below that best describe the financial planning process for you (please select as many as are appropriate). More time: Sailing, fishing, swimming, hiking, biking, walking, running, scuba diving, mentoring, tinkering, painting, crafting, cooking, gardening, stamp collecting, reading, writing, enjoying...

As suggested would happen in a Brief weeks ago, Senate Republicans have failed to repeal the Affordable Care Act, or Obamacare. While the opposition was fierce from Democrats, the media, health providers, special interest groups, and the insurance industry, the lethal blow was delivered by...

Each summer about this time amid the lazy hot days of vacation and slower work weeks, I like to tell a story of my youth. This one is particularly timely as it coincides with Disney's hit movie Cars 3. If you haven't seen it, collect...

Republicans currently face the near impossible task of repealing Obamacare and passing a replacement bill that will not cost them politically. At their core, Republicans are loathe to add additional entitlement spending to an already broken federal budget, but no political alternative exists because, since its...

Working closely with people and their money for almost 35 years, I've seen and learned a great deal about human behavior. As doctors observe the physical impact of bad health habits and counselors uncover the personal and relational damage of bad life choices, caring advisors contend with...

With summertime upon us, complete with tropical storm Cindy soaking the South, and nearly half of 2017 in the books, this might be a good time to review the progress and condition of the capital markets. While forecasting the direction of the markets is not...

This week I’ve been cleaning out my desk as I prepare for our move to our new offices on Glenwood Avenue. While organizing, I discovered that I have a paper copy of every single tax return I’ve filed since 1994. The financial nerd in me...