Blog Feed
Pedal to the Metal?
Get to your destination in a reasonable time, while not exposing yourself to undue risk. Drivers or investors?!
The “Asset Location” Dilemma: Tax Strategy or Tax Trap?
How important is "asset location" - the practice of placing "high tax" investments into our qualified, tax-advantaged investing accounts?
35 Lessons from 35 Years
A fun, celebratory look back over some lessons I've learned throughout life, from the mundane to the deeply meaningful.
Should I “Reset” Retirement Withdrawals in Bad Markets?
Can a small difference in retirement date affect someone's spending for the next 30+ years? Should I reset my retirement withdrawals?
Are You Not Entertained?!
Remember that scene from Gladiator? Well, it's going to help us through volatile markets
Is ‘Benefits Hacking’ Genius? Or Immoral?
Is "benefits hacking" a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?
The Man Who Never Looked Up
They say "the best story wins." How do take "financial planning" - an admittedly boring topic at times - and tell a better story?
Buffett’s Way vs. Index Funds
Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?
Baby Maeve and the Ovarian Lottery
What financial lessons can we learn from an 8-month old baby about luck, timing, and something called "the Ovarian lottery?"
The Eye of the Beholder
How can two groups of people see the same exact facts, the same reality, yet come to polar opposite conclusions?
Tricky Dick’s Essential Retirement Advice
Who knew Richard Nixon, with his curiosities and complexities, was also a retirement philosopher?
Do Not Zoom in On Monthly Returns
Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.
The Oldest Bad Joke on Wall Street
It's that time of year again. The Wall Street wizards look in their crystal balls at the next year of stock performance.
Confession: I Leased a Car (?!)
Most personal finance experts would tell you that cars are a terrible investment, and that leasing a car is even worse. Why'd I do it anyway?
It’s Not Rocket Science
What lessons can we take from weight loss success and Daylight Savings, and apply to make better personal finance decisions?
The Worst Cost of Bad Financial Advice
A single terrible experience can scar us. It can be the hot stove that scalds us, that teaches us, "Don't ever do that again."
Taylor Swift or Cristiano Ronaldo? And Their Hidden Investing Lesson
Who is more famous globally: Taylor Swift or Cristiano Ronaldo? The answer hides a powerful investing lesson.
5 Year-End Financial Planning Tips
If you're not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.
What Long-Term Stock Returns Should I Assume in My Plan?
People in the retirement planning community (especially online) do not have the right mental models long-term stock market returns.
You Received a Windfall: Now What?
When you receive a windfall, careful planning and mindful decision-making can help you maximize its positive impact on your life.