A Time to Reflect Before We Project

A new year is always a great time to reflect on what we have experienced [...]

The Amazing (and Tricky) Brain

I love learning about the brain. It’s amazing what it can to do. It’s memory, the [...]

Power of Suggestion (Video Blog)

[vc_row][vc_column][vc_video link=”https://vimeo.com/191897182″ align=”center”][/vc_column][/vc_row] [...]

Framing Our Responses to the Election & Civility

This is not a political post. It is a post about our individual response to [...]

Watching vs. Experiencing

Recently I was in Lake Tahoe, CA for an event. I had a few hours [...]

Enjoying Your Tomorrow – Today

I travel a lot for business. One of the benefits of working for myself is [...]

How Anchors Influence Our Decisions

As humans, we rely on anchors quite a bit. I am not referring to the [...]

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Being Lucky Makes You Appear Prophetic

[vc_row][vc_column][vc_column_text]Last summer my family was visiting extended family in Idaho. It was a Saturday night [...]

When a Deal Isn’t a Deal

Sports Authority recently announced it is going out of business – closing all of its [...]

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 [...]