The Demise of Retirement

The Demise of Retirement

There’s a story of the wealthy businessman, the fisherman and the child.  It goes along the lines of the businessman comes across the fisherman who is sitting on a dock playing a game with a child.  The businessman asks the ...

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Teenagers and Roth IRAs

Teenagers and Roth IRAs

I have had a job as long as I can remember.  At eleven years old I had my own paper route.  Once I turned 16 I started working at a restaurant called The Spaghetti Bender.  In undergrad it was delivering ...

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Doveryai, No Proveryai

Doveryai, No Proveryai

If you know this expression you win the useless knowledge award of the day.  It is Russian for “trust, but verify.”  The story is Ronald Reagan learned it years ago from a Russian writer and he used it often when ...

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Focus On What You Can Control

Focus On What You Can Control

Years ago I attended a conference where the trip was more educational than the conference itself.  I flew into a local airport and then was driven to my hotel.  My hotel was a good hour away from the airport.  Fortunately, ...

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Student Loan Changes

Student Loan Changes

There is a massive amount of debt out there in the world of student loans.  The last number I saw was debt in excess of $1.4 trillion connected to 43 million Americans.  This total debt number is up over $600 ...

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What Has Happened Since Brexit

What Has Happened Since Brexit

It has been almost a year since the Brexit vote.  If you read my emails you probably remember I sent out a special one that morning.  The reason was because S&P500 futures were down nearly 4% the morning after the ...

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World’s Greatest Dessert Recipe

World’s Greatest Dessert Recipe

Alright, I’m going completely off the investment script today.  I should have sent this email out last week so you had it in time for the holiday weekend, however, better late than never. I am sharing one of my top-secret ...

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Benefits of a Virtual Advisor

Benefits of a Virtual Advisor

I was recently talking to a peer who has been in the financial services business for roughly 30 years. He travels a ton to meet clients. I mentioned to him I do nearly all my meetings virtually. He looked at ...

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Reasons Not to Roll Your 401k Balance

Reasons Not to Roll Your 401k Balance

I like pranks.  I loved messing with my older brother growing up.  If you ever want to tease a financial advisor tell him you are leaving your job and you don’t know what to do with your sizeable 401k/403b/457 balance.  ...

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Don’t Be Like Scrooge McDuck Either

Don’t Be Like Scrooge McDuck Either

Since we are entering the weekend and it has been a wild week, I wanted to dive into a topic of paramount importance – Could Scrooge McDuck really have been able to swim in a pool of gold coins?  I ...

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