Category: Uncategorized

Back in high school, I had a teacher who said something along the lines of “You should always be flexible – that way you’re never bent out of shape.” Turns out, he most likely didn’t[…]

I’m a sucker for benchmarks. Some of this is probably from playing sports most my life – I like competing. And when I mention benchmarks, I’m not only referring to whatever we’re comparing our investment[…]

Over this past weekend I had one of those realizations that caused me to pause all I was currently doing, as my mind stopped its usual function of processing everything else happening around me. Some[…]

Spoiler alert: I’m not going to be saying anything necessarily new here. Just a reminder. Which sometimes is exactly what we all need. Money is a tool. It’s nothing more – and nothing less. It’s[…]

I want you to try an exercise with me. It might seem basic, it might seem hokey. Yet I all-but-guarantee it will be helpful. First, if you haven’t before, spend some time thinking about what’s[…]

One of the most common goals with investing is financial independence. While I respect the goal, I squirm when I hear the term. I believe there is truth in the 23rd Proverb about wealth being[…]

For someone who preaches the value of financial plans and holds a designation with the word PLANNER in it, this might sound hypocritical: A plan itself is relatively worthless. And this stretches beyond financial plans.[…]

A lot of times when an individual starts talking with a financial advisor, they have a certain investing idea or goal in mind – such as starting a Roth IRA, rolling over a 401k, or[…]

A few weeks ago, after talking about the balance of managing a business in the crazy life stage of raising a family, my friend Taylor sent me this book: The Family Board Meeting. He said[…]

In my last post, I talked about the delicate balance of living in Today while planning for Tomorrow, which certainly seemed to resonate with a lot of people. At the end, I called out myself[…]