Moving to Cash?

Moving to Cash? June 15th, 2022 One of the things I’m always asked during volatile markets is- “when is it time to move everything to cash?” It seems like a very tempting and logical solution to implement. It seems even more logical when there is no end in sight. The great unknown for all of…

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Talk Radio Ads

Talk Radio Ads June 1st, 2022   There are a lot of tough parts of my job. One of the hardest parts is keeping conversations from turning political. Everyone has their own beliefs and it’s not likely that we are going to change anyone else’s mind. I do think good political conversations can be healthy,…

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Simpler Days

Simpler Days May 18th, 2022   I got an email from a client last week who said they’d read a recent email I sent out where I encouraged folks not to watch the news. His point was that it made him a little nervous when anyone told him not to watch the news. His point…

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Living It Up

Living It Up May 6th, 2022   Earlier this week I had the opportunity to interview a couple for an upcoming episode of the My Retirement Clarity Podcast. Joe and Suzanne  have been clients for about 10 years and they’ve been retired about that long as well. They retired earlier than most folks do and…

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Who’s the Greatest Investor of All Time?

Who’s the Greatest Investor of All Time? April 6th, 2022 On the surface, this seems like a pretty easy answer. I think most people would probably guess that Warren Buffett is the greatest investor of all time. He’s the most well-known and likely quoted more than any other professional investor. As of today he is…

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Why Do A YouTube Page?

Why Do A YouTube Page? Mar. 16th, 2022   Over the last month you’ve probably heard about the new You Tube channel that we started. Hopefully by now you’ve even had a chance to watch a few of the videos. I’ve had a couple of people ask me why we decided to do this so…

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Your Own War Chest

Our Own War Chest Mar. 2nd, 2022 I’ve used the term “War Chest” in the past, but I think it makes sense to bring it back up again and offer a bit of a refresher on the concept. At first glance, you may think it has something to do with the war that is going…

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The Markets and Our Emotions

Wednesday, Feb 16th The Markets and Our Emotions   The emotional roller coaster that is the stock market is in full swing. Recent weeks have many people wondering if they still want to stay on the ride. In times like these, it’s always helpful to examine the source of the emotional swings from day to…

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Should I Stay or Should I Go?

Wednesday, Feb 2 Should I Stay or Should I Go? One of the more common questions I am getting from folks nowadays is should I stay or should I go? In other words, now seems like a really good time to sell my house, should we sell? There’s a lot to unpack here and the…

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Are You Financially Fit?

Wednesday, Jan. 19th Are You Financially Fit     Let’s face it. We are all in different shape financially. Some folks have more money, some have less. Some spend more than others and some spend less. Some have more stuff, and some have less stuff. Who is happier? There is no right answer there because…

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