The Boston Marathon was held last weekend. It’s an event where otherwise normal people travel great distances, at great expense, to punish themselves physically, mentally, and emotionally for 26.2 uninterrupted …
Has Spring Finally Sprung?! Spring Cleaning, Anyone?
Before we get started, I wanted to share a fun announcement with you: Over the years, our very own Dave Bensch has performed with multiple Community Theatres in the area. …
Decision Making a Four-Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but …
Extreme Volatility: A Brief Users Guide
Stop it. Just stop it, stock market. I know I shouldn’t even be paying attention, but it’s irresistible. When the market is down 400 points one day, then up 700 …
Frugal Is As Frugal Does, Mostly
Years ago, when I first began in this business of money stuff, I had it in my head and in my heart that I wanted to help people budget better …
Three Years! Edition #156
I may not be the most handsome, the most charming, or the tallest (the first two are up for debate) Financial Advisor in the country, but I may be the …
Is 70 the New 62?
[This discussion may or may not apply to you, but it certainly applies to somebody you care about, so feel free to pass it on.] As I scan the retirement …
Daddy-Daughter Dance
Last weekend I had the pleasure of accompanying two of my daughters to the annual Daddy-Daughter Dance at their school. It’s a fascinating event, with pretty dresses, loud music, high-pitched …
Back To The Basics: The Relationships Among Stocks, Bonds, and Interest Rates, Explained Simply
When investment gurus and market commentators speak of the happenings in the markets, you’ll often hear them discuss the effect that interest rates have on bond values and how those …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …