We all have a silent business partner.  His name is Uncle Sam.  He requests that you buy him out before you take your money home.  He gets a bad rap, but he’s not a bad guy. …

If only I could take credit for this recent Tweet by an industry colleague: Me: Oh, that’s interesting.  I’m not familiar with that designation.  What’s it stand for? Other finance dude: Ummmmm, I don’t really remember. …

$1,000 decisions are important.  Managing your cash flow is important.  If ignored, they can add up to much larger concerns.  $100,000 decisions are even more important.  Because they are often less obvious, more abstract, beyond conventional…

In the last 12-18 months, I’ve fielded a lot of questions about mortgages and how they tie into your financial plan.  There seems to be a knee jerk reaction that not carrying a mortgage is your…

In Q3, we typically revisit our client’s risk tolerance.  This year, that review seemed particularly applicable given the volatility we saw in the months of July and August.  I was curious what sort of responses we’d…