The Wall Street Journal recently published an article about people who used high risk methods to buy high risk investments. These folks had turned relatively small amounts of money into exceptionally large gains in the past year. Earlier in the year, the WSJ also published an article about investors who …
As this year comes to a close, here are my top 3 important financial tasks to consider. Review Retirement Plan Contributions: Whether you contribute to a 401(k), 403(b), IRA, or Roth, look at your year-to-date contributions. You can make 2020 contributions into IRAs and Roth IRAs until April 15, 2021 …
You know you’ve been doing something for a long time when a colleague describes you as an “industry veteran.” That’s the way Will Hepburn described me to his clients last week. And yes, it made me aware that I did start as an advisor in 1992 and have been an …
In the August 29th edition of the Wall Street Journal, Jason Zweig wrote an article entitled, “Warren Buffet and the $300,000 Haircut.” The discipline and mindset of Mr. Buffet is a positive In the August 29th edition of the Wall Street Journal, Jason Zweig wrote an article entitled, “Warren Buffet …
List your five most important core values. Some examples of core values are: family, faith, meaningful work, philanthropy, ethics, etc. These values are the foundation upon which we build our lives. The more deeply you understand your core values, the better you will be able to determine the goals and …
According to a recent study by the Federal Reserve, approximately 40% of Americans do not have $400 set aside for a financial emergency. This is one reason why so many people are facing significant financial peril from the recent lockdown. One of the cornerstones of being financially stable is having …
My family and I live in Wimberley, Texas, which you may remember was struck by a flood on Saturday, May 23, 2015. Unprecedented is a term often used to describe the flooding. Still, that adjective does not capture the magnitude of what happened that evening along the Blanco River. Twenty-three …
Charles Dickens wrote in his book The Tale of Two Cities, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness.” That phrase comes to mind as I read the news. Today, the average person enjoys …
The new year means that one-fifth of this century is already history! For me (and I suspect some of you as well), it seems like just yesterday that we were ringing in the new century and waiting for the lights to go out because of Y2K. Now we are on …
There are influential professionals, advisors, and mentors that assist us in many aspects of our lives. I’ve personally found it helpful to find people who have strong values and are committed to helping others. Knowing good questions to ask people you are considering whom to entrust and hire as an …
