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September 26th, 2017 |

Planning for and recovering from disaster

Watching all of the coverage for Hurricanes Harvey, Irma, and Jose makes me realize how important it is to have a plan in…

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June 23rd, 2017 |

Great return on investment

Investing the time and energy to track expenses and planning ahead will provide a great return for amount saved.  Any potential return on…

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March 17th, 2017 |

Spring cleaning

It is that time of the year when it will be warming up and we start looking forward to the spring.  Many use…

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January 6th, 2017 |

Investing with a plan or emotionally reacting

When you plan a road trip, do you focus on each mile or make decisions based on the destination as well as the…

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August 18th, 2016 |

Politics or political theater?

Which of these most closely represents your thoughts on the political process?

“The government is us; we are the government, you and I.” Theodore…

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May 31st, 2016 |

The changing face of technology & its investing implications

It is amazing how far computers have come in the last thirty years. I have thought about this recently since I bought a…

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March 15th, 2016 |

Investing with a long term plan instead of reacting to the market

The rudder on a boat lets you steer your course but it is only as good as the direction that you have plotted…

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November 10th, 2015 |

Short-term versus long-term thinking in investments

“In investing, what is comfortable is rarely profitable.” Rob Arnott, Founder of Research Affiliates

When you consider your investments, how often do you look…

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September 3rd, 2015 |

Why cash is a good thing

How do you plan to cover your planned and unplanned expenses for the next six to twelve months? Do you plan to cover…

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June 24th, 2015 |

Why we diversify investments in your portfolio

Diversification is the basic building block for an investment portfolio and one of the ways we can reduce risk in the portfolio by…

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