The Emotional Challenges of Retiring
From a very early age, retirement is elevated as a goal that one day we…
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Money & Marriage – 10 Guidelines for Success
When couples get married, they quickly realize that finances, which were somewhat relevant when they…
It’s the Supply, Stupid
In the 1992 presidential election, Jame’s Carville, who was the campaign manager for Bill Clinton,…
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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…
Expectations Management – My Mantra for Life
A constant theme I bring up with my team is “expectations management”. In life, it…
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How will Consumers Respond to Tariffs – Testing Economic Theory
Throughout my Economics Master program in Virginia Tech one of my favorite areas of study…
Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
For the first 13 years of my career I worked in corporate finance for publicly…
Clearing your Mind for Inspiration
Three years ago our firm adopted a policy of turning off email and our internal…
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Consumer Sentiment – Can it be Trusted
Consumer Sentiment – Can it be Trusted The May number for the University of Michigan’s…
Removing the Emotions from Investing
When we meet with a prospective client in an initial meeting, we discuss the value…
The Many Scenarios of the U.S. Tariff Policy
A question that I’m frequently asked is who exactly pays for the tariffs and how…
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