Football fascinates me. It’s all the thinking that goes into a particular game, the strategy and the preparation. A coaching staff breaks down an opponent’s strengths and weaknesses and devises […]
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How to Invest your Money
How to Invest: Don’t Make a Mountain out of a Mole Hill How do you invest the money you save? In investing, we want a clear-headed, straightforward approach. Unfortunately, there’s […]
Read MoreFinancial Planning – Time Marches On
Time marches on… What are you doing with your money? I often speak about the importance of investing for the future and planning for your retirement. Some have taken my […]
Read MoreThis LPL Financial Advisor aint afraid of no Ghosts!
It’s funny to think about the old stereotype of the bean-counting accountant. You know, the old-school CPA, the super-nerd who is wound up tight like a top. On a cross-country […]
Read MoreBehind the Music – Duff McKagan
I recently read an article about Duff McKagan, the former bass player for the legendary rock band Guns N’ Roses. Like many musicians before him, Duff had a history of […]
Read MoreYour Financial Plan set to Music
Music and math have been closely connected since ancient times. It was the Greek philosopher Pythagoras who first expressed musical scales in terms of numerical fractions. Pythagoras is often credited […]
Read MoreHow do you keep THIS from happening in your Family?
Talking to your parents about money is one of the most difficult things you can do. But it’s one job you have to do well.
Read MoreWhat is a Holistic Financial Advisor?
I knew I was throwing a curve ball when, years ago, I started calling myself a holistic financial advisor. You just don’t see the word holistic in financial services, and […]
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