So here’s a word I’ve never seen before. concinnity 1. internal harmony or fitness in the adaptation of parts to a whole or to each other. I’d never seen it, […]
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Where should I invest My Money?
You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one […]
Read MoreMy old Financial Advisor never asked me That!
President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job […]
Read MoreFinancial Planning is like Coaching Football
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 […]
Read MoreHow 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 Karma – The Money that came back
Financial Karma: A Great story about Money! There are people who walk into my life who have an energy I can feed off. People who carry an openness and an […]
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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