Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...
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Feb 23, 20229 min read
The Next 30 Years
“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...
Mar 16, 202138 min read
Real Estate Investing with Jay Rinehart
Jay and I had a chance to visit and discuss some ideas about real estate investing. I hope you enjoy the video. I’ve also included a...
Nov 17, 20203 min read
Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...
Oct 6, 20204 min read
The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...
Jan 5, 20184 min read
The Time I Got a $7500 Haircut
What a finish to 2017! As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...
Jul 12, 201615 min read
5 Ways to Ruin Your Retirement
A special note from 2020–There is no shortage of opinions when it comes to how to prepare and plan for retirement. While I believe that...
Feb 10, 20166 min read
How to Stay Focused When the Stock Market Throws a Tantrum
The world of investing hasn’t been much fun since May/June of 2015. Last year, the stock market experienced its first real correction in...
Nov 23, 20159 min read
Should Your Kids Inherit Your IRA?
It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...
Oct 2, 20152 min read
What Can We Learn From A Market Correction?
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...
May 26, 20156 min read
Can Your Retirement Survive a Low Return Environment?
What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no...
Feb 6, 20154 min read
Retirement Focus: It’s About Cash Flow
I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...
Dec 11, 20145 min read
Will You Have Retirement Regrets?
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...
Oct 15, 20146 min read
7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
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