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Alternative Investments

  Alternative Investments Alternative investment mutual funds have enjoyed record inflow and the largest number of new fund launches in the last year. Since “everyone’s doing it” you have to wonder if you should jump on this band wagon. My short answer is: NO. First, consider that the average management fee for one of these […]

Need Help Saving?

  Need Help Saving? Short-term temptations are a powerful way to get us off our long-term savings track. The further away the goal is from right now, the more mental energy required. We struggle to resist the short-term shiny objects in favor of long-term security and enjoyment. So, what can you do to help? Try […]

For Best Results

  If you look closely at the label of almost any product you purchase these days you will see the phrase, “for best results…”. “For best results use only distilled water”; “For best results clean with a solution of vinegar and water monthly”. This started me wondering what a label on an investment portfolio would […]

Devil in the Details

  Devil in the Details  Is your estate plan done, investment strategy set, savings and spending plans laid out? Great, now the work begins. It’s common for people to put a lot of time and effort into these important planning steps and then sit back and feel good because they got that done. They should […]


  Framing So do you want to save some money or lose some weight? No matter what your goal, how you frame it may be the key to your success. When you think about saving money, do you think about what you have to give up or sacrifice in order to put away a few […]

Don’t Plan for Retirement

  Don’t Plan for Retirement Successful retirement is about doing what you want to do without regard to how much money you are making. So, no matter how old you are right now, ask yourself, “If I were to retire today, what would I do with myself?” If you can answer that question clearly and […]

Being at Ease About Your Money

  Being at Ease About Your Money Think about the times you’re feeling stressed and the times you’re not. Most often you are feeling stressed when you feel like you have lost control. In fact, the feeling of not being able to gain control is the clinical definition of stress. Of course, in life some […]

Legacy Planning

  Legacy Planning The Estate Planning profession talks about the first generation earning it, the second generation saving it and the third generation spending it. This is a phenomenon that is observed around the world. However, there are a few families that are able to not only save their wealth over many generations, but use […]

Extraordinary Life

  Extraordinary Life Do you want to live an extraordinary life? Most people will answer with a qualified “yes”. So, what are the qualifications? 1. “I don’t know what that means.” Extraordinary is what is extraordinary to you, not necessarily to anyone else. The only way to understand what an extraordinary life looks like for […]

Patient Investing

  Patient Investing “The stock market has a very efficient way of transferring wealth from the impatient to the patient” – Warren Buffet No investment, no mutual fund, no market segment will perform well all the time. However, a well-constructed portfolio will have investments in several investment classes like U.S. stocks, developed international stocks, emerging […]