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Things I’m Pretty Sure Of!

Things I’m Pretty Sure Of!

I read a column recently from Morgan Housel in the Wall Street Journal.  It was titled: “Things I’m Pretty Sure About.”  It was a really solid column where he hit a lot of points covering areas from meetings to companies ...

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Portfolio Rebalancing for Better Returns!

Portfolio Rebalancing for Better Returns!

School is back in session!  As part of the back to school preparation I am sure there were lots of haircuts over the last few days.  Years ago I heard a financial advisor trainer compare rebalancing an investment portfolio to ...

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Elections and Markets – What History Tells Us

Elections and Markets – What History Tells Us

With the start of the Republican Convention this week and obviously a big election cycle this year, I thought it would be worth taking a look at market results and elections.  For years I have heard various versions of which ...

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Pokemon Go – Summer Fling or Start of Something Great?

Pokemon Go – Summer Fling or Start of Something Great?

You’ll have to forgive me for not having a podcast ready this week.  I was too busy with my Pokemon Go tasks that I was just too busy.  Actually, I am finalizing a podcast but wanted to share this update ...

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The S&P 500 Roller Coaster

The S&P 500 Roller Coaster

Every summer my sons and I go to Cedar Point.  We do the major rides as we all thoroughly enjoy roller coasters and the rides where we “lose our stomachs” like Maxair and Skyhawk.  Unfortunately, I am the only one ...

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Early Morning Thoughts on Brexit

Early Morning Thoughts on Brexit

I wanted to take a few minutes and share some thoughts on the approval of Brexit. I am writing this shortly after 7AM Friday. • The S&P500 is down about 3.75% right now. This is 2+ hours before the US ...

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Do You Know Your Why? Let Me Share Mine.

Do You Know Your Why? Let Me Share Mine.

I wanted to take this week’s commentary and share a bit of my Why.  In the past week I have had three people ask me why I launched my firm and why this unique flat-fee model.  It dawned on me ...

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Roll Your 401k? Maybe You Shouldn’t.

Roll Your 401k? Maybe You Shouldn’t.

Wait?  Am I really giving advice contrary to everything you have heard from the financial services industry that as soon as you leave a job you must immediately bust a move and roll your 401k (or 403b or 457 or ...

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Living On a Prayer – The 1% Advisors

Living On a Prayer – The 1% Advisors

It’s been thirty (30) years since Bon Jovi released “Living on a Prayer.”  Crap!  I remember that song being played in high school at dances.  I guess that means I am getting old(er).  Some of the song’s classic lyrics were ...

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Pop Quiz, Hotshot!

Pop Quiz, Hotshot!

You have a bat and a ball.  Together they cost $1.10.  The bat costs $1 more than the ball.  What does the ball cost? If it takes five machines five minutes to make five widgets, how long does it take ...

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