Investor Choice: Gambling or Investing

What would happen if the Bellagio had a losing streak? – They lost millions and [...]

The Value of Feedback

Over the last twelve months, there have been many new tools and resources I created [...]

The Mayans, Africa & The Stock Market

A few weeks ago I traveled to Cancun with my family for Spring Break. We had great [...]

The Big Event Non Event

2016 started off as an awful year for the market. I spoke with many financial [...]

WARNING: Market Experts May Be Damaging to Your Financial Health

There are few certain things in life. A well-known aphorism states that the only certainties in life [...]

Results of Investor Survey

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My Embarrassing Mistake and Mental Blind Spot

Last week I was in Indianapolis to speak at an advisor conference. The day before [...]

Linkedin – A Reminder That Growth Stocks Entail Risk

This last week was an excellent reminder that great companies, with stocks that have appreciated [...]

Temporary vs. Permanent Losses

There is a difference between temporary and permanent financial losses. Knowing the difference can help [...]

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The Media Smells Fear, I Smell Opportunity

This last week, we had a forecast/recommendation from the Royal Bank of Scotland to sell [...]

How Much Volatility Did You Experience in 2015?

We are quickly coming to the end of 2015. The S&P 500 ended 2014 at 2059. [...]

Experts Get It Wrong…Again

  If you have clients that are influenced by experts’ Buy/Sell opinions and price targets [...]

The One Thing I Am Most Grateful For – Choice

Progression can only come by individual choice. If we were not free to choose, if [...]

Headlines: An Investor’s Kryptonite

This post is going to be very short. There really isn’t much to say after [...]

It’s What We Don’t Notice That Matters

This last week I was flying from Minneapolis to Houston. I had a 9am flight. [...]

The Emotional Investor

This blog post is dedicated to sharing some of my favorite excerpts from my first [...]

How Forecasts Influence Your Investment Decisions

We are just a few weeks away from “prediction season” for 2016. A time when [...]

Short-Termism: it’s more contagious than the flu

Flu shots are now available. My kids got them last week. It’s just a matter [...]

The Illusion of Roboadvisors

This past weekend I had the pleasure of attending FPA’s annual conference in Boston. Among [...]

What is the Purpose of Your Money?

“For the love of money is the root of all evils.” (1 Tim 6:10) But [...]

Mental Blindness – We Don’t Always See What We Think We See

The past few weeks have been a little nerve racking for me. I recently finished [...]

Timely Words of Investment Wisdom

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How Could I Be Wrong?

When we decide to purchase a security (invest), we often think of all the reasons [...]

It’s About TIME

Time is our friend; in fact it may be our best friend. Time is a [...]

What Do You Value?

This last week Jimmy Fallon returned to The Tonight Show after an accident that almost [...]