2025 – A Quarter Century of Returns
With the start of a new year, we are closing out a quarter century which saw some of the worst…
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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….
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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…
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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. …
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Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
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How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…
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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…
