Broker dealers and banks have discovered that lots of people will make their financial services decisions based on their online experience – “how is my information delivered to me?” is ultimately the question being asked.  The…

Simplicity is a concept that most agree is worth integrating in our lives. I’ve never heard someone say, “I’d really like to complicate my life more.”  But, I’ve heard plenty say, “It’d sure be nice to…

A boss in my early 20s said to me once in passing: “One thing at a time, right?” Who knows what preoccupied me.  But do I ever remember feeling called out.  He put his finger right…

1. They don’t secretly demonize or idolize money.  A happy investor recognizes two sides of the same coin: that they could want all the money or resist money.  Either way, they’ll be caught in the same…

All three contribute to how we get closer to knowing something as true and making something actionable. If either three stand alone, though, it’s a wobbly stool.  Nothing to self-correct or check and balance. Experience alone…

There’s common chatter amongst financial advisors and investment professionals about how often we need to defend diversification. Quite frequently, diversification will be out-performed by plenty of benchmarks. It’s the untimely market declines and the counter-intuitive amount…

To state an obvious: there’s tension between making plans and embracing the unknown. Making plans gives us clarity, the plans energize us, and the plans give a ‘why’ to our day-to-day.  These plans dictate where and…

Most of what we accomplish is not from anything drastic that we do. There might be moments or milestones that feel drastic: graduations, marriages, child births, promotions, windfalls, retirement.  These are largely a result, though, of…

Freedom. What is freedom? Time.  Hours in a day and years in a life grant the opportunity to generate more income and/or enjoy ourselves.  Time allows for money to grow, relationships to blossom, and careers to…