February 15, 2018
The Fundamentals Are Strong
Let’s first put some of the stock market's volatility into context. The February 5th drop…
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February 5, 2018
Bull Markets and Bear Markets and Whether They Matter
"If there is an argument to be made for a potentially waning bull market, or…
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January 15, 2018
Top Performing Investment Managers
*Excerpted, with additions, from the Wall Street Journal. We have just begun a new year,…
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January 15, 2018
Don’t Confuse Income With Cashflow
You would think that terms like income, earnings and cashflow would be simple. In a…
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November 3, 2017
The Next Market “Crash”
Is the stock market going to crash? That’s the question being asked by many who…
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October 2, 2017
Equifax Data Breach
Identify Theft In The Digital Age As you may have read, there was a security…
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September 1, 2017
Money Management Lessons from Johnny Depp
Today, I want to talk about a story that's ripped right out of headlines,…
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July 13, 2017
Bench Talk: How Does Life Insurance Really Work?
Everyone needs some sort of life insurance but how do you determine what type…
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June 6, 2017
2017 Five Star Wealth Manager Award Winner
A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by…
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May 30, 2017
Is Your Advisor an Eeyore?
Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve…
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