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Surefire Way to Riches?

Every once in a while, a piece of mail crosses my desk that promises a new, surefire...

Don’t let that grey power go to waste

The first wave of baby boomers has already retired, with more to follow. With them, they’re taking...

The Future is Now

The population of a small city moves in and out of its three campuses every single day: volunteers, students,...

We Know What We Should Do – And Then We Don’t

The human brain is a remarkable thing. Dr. Daniel Levitin, the New York Times best-selling author and neuroscientist...

Switching Gears: When Business Owners Become Investors

Many of our clients are business owners. These people are a hardy breed. Instead of opting for...

Why Do We Make This Investment Thing Harder Than It Needs To Be?

One of the things I’ve been hearing a lot of lately is people saying: “wow, the stock...

Diversification Works! Most of the Time…

Whenever you visit your financial advisor – or open up just about any book on investing worth...

Buy Your Dream Home for Just $13,000

Sound too good to be true? Well, you’re right. It is. At least, right now. But if you were...

Think You’re Not Taking a Risk? Think Again

The financial services industry has produced an endless variety of risk tolerance questionnaires, all in an effort...

The Biggest Winners in the Stock Market Don’t Exist Yet

I got started in the financial services industry in 1984. Back then, I couldn’t imagine being in...

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