A confluence of forces is about to occur that may result in a decision to be made by weary investors. I could be wrong but I think the confluence includes …
It’s Beginning To Look a Lot Like…Taxes
As the Christmas season hits full stride, that last thing you probably want to think about is taxes. In fact, I’m sorry to even mention the word at this time …
Long-Term Investors, Meet the Pull-Up Bar
I don’t often take vacation time away from work (I should but that’s a whole other discussion), but I did recently. When I was gone, the guys in the office …
Peace In The Advent
This coming Sunday, December 2nd marks the first day of Advent. When I think of Advent, I fondly remember my childhood and the annual tradition of having a calendar that …
Aging and Laundry: Please Make it Stop
Relentless, unending, often infuriating. I firmly believe that riches await the person who solves the laundry dilemma. I’ve looked into automatic folding machines, searched Craigslist for someone offering a service, …
The Uses and Goals of Money – A Guest Post
Recently, while meeting with two successful entrepreneurs I was asked a question that I’m often asked, “What should I do with my money?” I was a bit taken back because …
How do you measure investment success or failure?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management As an advisor and portfolio manager, nothing is more frustrating for me than having a disappointed client. After all, I’m in the …
Are Your Helpers Prepared?
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd For the last several years I’ve written for The Steward about how important it is to have an effective, …
Back To The Basics: Revisiting an enduring strategy.
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool …
The Market Seems Angry; How Are You Feeling?
And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. …
