Celebrating 250 Years!
I have a problem and that is I love to read but in most cases…
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The Real Driver Behind Interest Rate Movements
Whenever there is a Federal Open Market Committee (FOMC) meeting there is constant speculation on…
The Milestone of Milestones
When you make the decision to become a parent, you and your spouse/partner go on…
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“I want to acknowledge luck, the benevolence of it in my life and the brutality of it in the lives others” – Paul Newman
I recently attended a fundraiser for the Double H Ranch (https://www.doublehranch.org/) which is located in…
A Financial Checkup for Physicians
Physicians have many unique financial situations that other professionals do not experience and subsequentially they…
Yes, The Stock Price Can Also Decline
When I’m working with clients who have equity compensation there are three main areas of…
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Economic Trends Emerging for 2026
In economics, one data point by itself does not usually tell a story but when…
The Emotional Challenges of Retiring
From a very early age, retirement is elevated as a goal that one day we…
Money & Marriage – 10 Guidelines for Success
When couples get married, they quickly realize that finances, which were somewhat relevant when they…
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It’s the Supply, Stupid
In the 1992 presidential election, Jame’s Carville, who was the campaign manager for Bill Clinton,…
Are the Markets in a Bubble?
In 1996, I was 4 years into my professional career and just received a promotion,…
Time in the Market (Race), Not Timing the Market (Race)
There is a wise saying in the world of investing that if you want to…
