Chasing Certainty: How Our Obsession with Knowing it All Shapes Our Lives
‘You can’t lose.’ I have heard people say it, so have you. I also laugh, and so should you. Why, you ask? Well, because certainty is that...
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May 294 min read
The Middle: Where The Magic Happens
We all start somewhere. When it comes to education, careers, relationships, hobbies, etc., our beginnings start with a clean slate. We...
Apr 132 min read
Inflating Into The Second Quarter
Wow, what a week. Just when many investors started getting comfortable with a lofty stock market and turning all attention to getting...
Apr 62 min read
April Fools & Outliers
Outliers are sometimes the April Fools joke of all jokes. We never see them coming.
Feb 63 min read
Portfolio Feng-Shui: The Resilience of Bonds and Fixed Income in a Shifting Interest Rate Landscape
Let's face it, for the past decade bonds have been seen as boring. They have continued to rise in value, slowly, until the air was let...
Jan 283 min read
The Crucial Distinction: Fiduciary vs. Suitability Standards in the Financial Industry
I have always loved cartoons like this. Tongue in cheek, to the point, and a whole concept summarized in one picture. But this topic is...
Jan 144 min read
Leasing Life: The Emergence of the Forever Renter
The Wall Street Journal recently looked into a major trend that we all see emerging in cities and suburbs across the US. This trend is...
Jan 63 min read
Under The Hood: Looking Back on What Made 2023 Different (and the Same)
Fending off the Hangover We are now about a week into 2024. Like many Americans do post-holiday season, the market has slowly crawled out...
Dec 30, 20232 min read
Beyond The Numbers: Inflation's Personal Lifestyle Touch
The Broad Brush Approach The BLS (Bureau of Labor and Statistics) released the latest inflation figures for the period ending November...
Dec 16, 20232 min read
Panic and the Power of Conversation
Panic On Deck With only two weeks left in 2023, I began looking back at the past 12 months (as we always do at this time). The...
Oct 29, 20234 min read
Is Boredom the Curator of Creativity?
Boredom. Who says ‘I’m bored’ anymore? Most adults don’t have enough time in a day to do all that they want or need to do. But, it did...
Sep 27, 20233 min read
Mastering The Art of Worry: The Chasers and the Runners
There are always trade-offs in life. Living in the beautiful state of Florida is amazing. Sugar sand beaches, amazing sunsets, nature, a...
Jul 23, 20234 min read
From Boomers to Zoomers: We Are a Product of What We Experience
New Can Never Be Good Generational differences are something we seem to talk about (and notice) more than ever. Maybe the reason why this...
Jun 10, 20232 min read
Letter Of Wishes
Death. It is not something a lot of us like to talk about. For most cultures it means the end. The end of life on earth, the end of an...
Apr 29, 20234 min read
The Ultimate Currency: TRUST - Fueling Success and Fulfillment in Life
The recipe for a successful life has many ingredients. One is irreplaceable. Our world revolves around a lot of things. It’s a complex...
Apr 8, 20233 min read
The Wonder of Compounding
There are many wonders of the world… seven official wonders… and many more unofficial ones. In the world of money, saving and investing,...
Mar 11, 20233 min read
The Hedonic Treadmill
It is 6PM on a Tuesday. You hit the gym and decide to get a run in on the treadmill. Ear buds in, a good stretch and then off you go....
Feb 21, 20236 min read
Know Your Tribe
Throughout history, the human race has produced many different mindsets and personalities. Some of us are aggressive, while others are...
Feb 8, 20235 min read
The Illusion of Control
Life is one big series of surprises. As humans, we tend to organize these surprises in the ‘once in a while’ category. We think of the...
Jan 20, 20234 min read
Know WHERE Your Money Is
We all keep our money somewhere. For most all of us, money resides in a checking and/or savings account at a brick-and-mortar bank. Maybe...
behavioral finance
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