It's Your Life

Trusted advice

May 5, 2016 / 11:00 am

We talk a lot about relationships Whether they’re romantic, plutonic, business focused, educational, or political, the state of our world is usually a...

The best laid plans

Apr 28, 2016 / 11:00 am

The financial world is full of plans: Retirement plans, investment plans, estate plans, and financial plans They are offered as the solutions to all your...

Will I have enough?

Apr 21, 2016 / 7:00 am

One of the top concerns of retired people is wondering whether they will outlive their money. With medical advances increasing our life expectancies and the...

So long as it's black

Apr 14, 2016 / 6:47 pm

Most people misunderstand marketing. It’s usually thrown in with sales and assumed to be just another way for a company to sell you whatever it is...

Real estate vs stocks - a tie

Apr 7, 2016 / 4:00 pm

In this corner, real estate. In the other corner, stocks This is always a lively debate. I’ve been in the investment business since 1993, so my default...

Disruptive innovation

Apr 1, 2016 / 4:14 pm

Our history is littered with disruptive innovation. A disruptive innovation or technology is any development that replaces existing markets with new ones:...

Broken English

Mar 24, 2016 / 2:00 pm

In 1948, Sir Ernest Gowers published a book at the request of His Majesty’s Treasury, entitled, Plain Words. It was to provide bureaucrats with a...

Fear mongering

Mar 17, 2016 / 12:34 pm

Through the looking glass Without diving too deeply into the world of psychology, we humans are mostly motivated by our desire to avoid fear or to increase...

The American Dream

Mar 10, 2016 / 7:00 am

From Cadillacs to mortgages, the American Dream has been used to idealize a lifestyle that is today considered a right, not a privilege. The original definition...

More? Or better

Mar 3, 2016 / 8:44 pm

Your Life: More or Better? Quality versus quantity, that’s always been the dilemma. Do you grab a hot dog at Costco or wait until you get home to prepare...

Hoard? No, heave!

Feb 24, 2016 / 9:34 pm

While walking my dog early this weekend, I was once again surprised by the number of people who either can’t, or choose not to, park their cars inside the...

Should you pay for advice

Feb 18, 2016 / 4:00 pm

The Question It’s the kind of question that’s always answered with, it depends. What it can depend on is the value that you are receiving for the...

Bull or bear?

Feb 12, 2016 / 8:44 pm

The investment industry, like most industries, is full of jargon. Often when we’re talking to clients, we advisors revert to the language we’re most...

It's different for women

Feb 4, 2016 / 2:20 pm

Money means many things to people. For some, it’s a way of keeping score, for others it’s the promise of future security. Some yearn for the status...

There's more to the picture

Jan 28, 2016 / 5:06 pm

The good news is, we’re living longer. Unfortunately for many, that’s also the bad news. As life expectancies increase, so do the incidences of...

In a panic? Change gears

Jan 21, 2016 / 4:28 pm

The way it was The choice used to be obvious. If you wanted to protect your principal, or generate a regular cash flow, you were probably an income investor. If...

Advance to Go

Jan 14, 2016 / 6:00 am

When bad markets happen to good people, they, much as our prehistoric ancestors did, see their cortisol levels rise and stress levels increase, and they start...

The secret of change

Jan 7, 2016 / 10:42 am

As the New Year unfolds, may you be ready for fresh ideas, unforeseen challenges and great opportunities. The markets are just one of the challenges you will...

Uncertain times

Dec 31, 2015 / 2:49 pm

Generating income in uncertain times Stock markets and interest rates, like everything else we have the ability to look back on, are often remembered through...

Retirement moves

Dec 17, 2015 / 6:00 am

Retirement means a lot of things to different people. For some, it’s a time to move closer to their kids and watch the grandchildren grow. For others,...