Animals play a role when we talk about the stock market. If you’re a bull, or “bullish,” then you believe the markets will rise. A bear, or “bearish” investor, believes the market is going down. With the current market reactions to the Coronavirus Pandemic, I’m reminded of a story involving two other animals. Have you…
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March 19th, 2020
Investing Like a Tortoise
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July 9th, 2019
The Education Investment
Congratulations to the USA Women for winning their 4th World Cup! As in all sports we have to remember that athletic careers are usually short. Recently, I read Tim Howard’s biography, The Keeper, as I’m partial to goalies after playing the position in wheelchair hockey. In the book, Howard explained how his career was “front-loaded,”…
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March 12th, 2019
Playing Not to Lose
I have always been competitive, which led to life-long love of sports. I enjoy watching athletes develop into amazing teams. Of course, coaches and front office staff have to manage expectations of players and fans, but every athlete has the internal desire to be the best and to win. That fire inside helps athletes achieve…
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November 9th, 2018
The Millennial vs. The Account Minimum
“I would work with you, but my finances are a mess and I don’t have enough money to plan with.” I actually think people in this situation are exactly who need the services of a financial planner. I believe that at its core, financial planning is about building a future, not just managing assets. If…
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October 3rd, 2018
Attention Nonprofits!
As we begin the fourth quarter of 2018 I am curious. If you manage a church or other nonprofit, are your donations as high as last year? With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction. If a married couple…
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September 10th, 2015
Zero to One
Recently, I read Peter Thiel’s book, Zero to One. I definitely recommend it to anyone interested in business and entrepreneurship, but, as I was reading, I found that it also related to personal financial planning. Thiel is a well-respected venture capitalist and one of the first investors in Facebook. Zero to One was based on…
