I have fielded a large number of questions and concerns over the recent “banking crisis” in the United States and thought it prudent to...

The purpose of this post is to make you aware of some impending changes in the way we do business. As you may or may not already know,...

Last year, the market endured its worst performance since 2008, yet companies like Exxon, Merck, and Northrop Grumman all posted returns...

For many, the new year represents a fresh start, fraught with resolutions and promises. If you’re not already engaging in the practice...

The holidays can be a stressful time when it comes to budgeting. It seems that December comes with a tidal wave of expenses and...

Do I need a trust? This is a question which surfaces frequently in my discussions, and the answer is a big, solid, definite “maybe”. As...

America has an extremism problem. I’m not talking about the religious extremism that attempts to inflict terror upon the world, although...

Explaining risk is one of the most curious conversations I have on a regular basis. From an investment standpoint, our brains are...

If you’ve never heard the term before, the basic concept behind guerrilla warfare is the adoption of tactics that enhance the efficacy of...

It hasn’t exactly been mainstream news, but TD Ameritrade and Charles Schwab agreed to merge in late 2020. In that time, it has had no...

I was honored and privileged to be asked to deliver the commencement address to a small group of homeschoolers of the Class of 2022,...

We are frequently told not to “put all of our eggs in one basket.” At the same time, we are encouraged to “bet on ourselves.” These are...

Inflation is such a hot topic these days. Regardless of the items we buy, everybody can relate to the fact that their paycheck doesn’t...

In the latest example of man’s nonstop lust for blood and power, the world has fixed its eyes upon Ukraine. Despite living in a very...

The news media keeps reporting that inflation is at 7.5%. What exactly does that mean? Well, it really depends upon who's saying it. ...

There is plenty of evidence to confirm the effectiveness of a well-crafted outgoing voicemail message. A strong greeting recorded in...

I believe that too many people think that a budget is a control item and therefore they avoid it. If done properly, budgeting is a plan...

Whether your employer offers multiple health insurance plans, or your spouse gains coverage, or you are simply choosing between options...

As we exit the commercial shackles of the pandemic, the idea of the “autonomy economy” seems to be the new norm. This concept has been...

As you construct your financial plan for the future, give a worthwhile revisit to your long term care plan. As the supply-and-demand...