Spending: the hole in the bucket
My friend Gordo posted about family spending recently. Read his thoughts, and let me try to add to...
Bring your old 401k home this year
When new clients come to meet with me, I ask them to bring all of the statements of their current...
Good Enough
I had two conversations with friends over the holidays that speaks to the question, “When is good...
What’s in my wallet?
Recently I have been asked by several people about the best credit cards to use. I will not say these...
Sticker shock
Behold the wonder that is the Invesco American Franchise Fund, class A shares. I meet people all the...
The worst investment a parent could make
Last time I wrote about the best investment a young person can make. Now, let’s talk about the...
The financial opportunity of a lifetime for young people
I know that most young people don’t make very much money. I also know that it’s hard to be...
Tools in the shed
Yesterday (July 31) the market essentially gave back all of the investment gains it had achieved in...
Mastering domains
I have been engaging in an informal dialogue with Gordo Byrn regarding the critical questions I think...
Fulfilling Needs
In what I think is evolving into a dialogue, Gordo Byrn follows up on my Five Questions(tm) (if Apple...