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...