Give Me Some Good News
I was once on a flight from Nashville to Denver. It was a cloudy day—dark, dreary, with a little rain….
I Love Financial Markets: Love Letter #3
We’ve likely all experienced a local farmer’s market. These are lovely places where sellers of delicious, locally grown food come…
I Love Financial Planning: Love Letters #1
With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work. …
Tax Tips and Deadlines for 2024
Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming. Forms from Raymond James will be…
Umbrella Insurance for Rainy Days…and Broken Arms
Life is unpredictable, and sometimes unexpected events can rain on our parade. A few years ago, friends were visiting us…
Home Alone and Lessons on Inflation and Innovation
Each year leading up to Christmas, my family watches many of the same movies over and over again. They never…
Where Does Growth Come From?
Photo by micheile henderson on Unsplash I wrote this piece for one of my client newsletters in 2022. The principles…