RESOURCE LIBRARY2019-08-16T09:26:07-07:00


Investing Tips for Those in Their 20s

January 12th, 2017|

I was recently asked what tips I have for investors in their 20s. So, this is for those of you in your 20s. Save early, save often is one of my mantras. College graduate or not, beginn [...]

Investing In Emerging Markets Remains Valid

December 31st, 2016|

"England voted to exit the European Union in 2016 and other countries could follow suit but advisors and fund managers suggest that now is not the time to abandon investing abroad enti [...]

Gifting College Aid to your Grandkids

December 18th, 2016|

I posted this blog a couple of months ago about gifting to the next generation via college savings plans, specifically the 529 plan for a couple of my clients. I read this article and [...]

Prediction Season is Here

December 15th, 2016|

Periodically Dimensional offers some guidance and reminders that those who publish news are not fiduciaries and their chief concern is to sell "news," get eyeballs on their pages, and [...]

The Power of Markets

November 14th, 2016|

I recently had a conversation about what may happen to the markets given the recent election. Only in hindsight will we know for sure. After the conversation, the client decided to wai [...]

Our New Book: 10,080 Minutes

October 17th, 2016|

Our book "10,080 Minutes" is the story of our family's quest for living what matters. In 2014 we underwent a dramatic lifestyle makeover and created a lifestyle that defines what we ca [...]

Ten Years is Too Long for Estate Docs

October 6th, 2016|

Has it been ten years since you updated your estate planning documents? Its time to get a move on. Update them. Your family situation has changed. Your fiduciaries and beneficiaries ar [...]

Presidential Elections and the Stock Market

October 3rd, 2016|

I recently had a conversation with a client about the upcoming presidential election and how it may impact the markets--and more importantly, their portfolio. We discussed some general [...]

Good Advisors Add Value

September 26th, 2016|

I add value to my clients in a variety of ways. Objectively, a Vanguard study shows I may add 3% in average annual returns for my clients. This is far in excess of my tax-deductible fe [...]