About admin

This author has not yet filled in any details.
So far admin has created 32 blog entries.

The TANSTAAFL Theory, Part 1

The TANSTAAFL Theory, Part 1 TANSTAAFL. Yeah, this is a real thing. It’s an acronym for the phrase: "There ain’t no such thing as a free lunch." Amazingly, I see, hear, and feel this in conversations all the time. If you watch one of the cable news channels, the advertisements are loaded

The TANSTAAFL Theory, Part 12024-06-04T08:58:03-05:00

This One’s for the Ladies

This One's for the Ladies So where am I going with this one, you ask? Simple. There is a distinct difference between the investment traits of men and women. For the sake of this blog, I’m going to focus primarily on single people, as that’s my demographic. Where many married people are

This One’s for the Ladies2024-04-16T09:00:18-05:00

You Are Here

Has someone or something told you that at this point in your life, you should have a net worth of a certain amount or a certain balance in your retirement accounts and other investments. Maybe you thought you would be retired by now. Who knows where you fit in this, but I know you fit somewhere!

You Are Here2024-03-25T11:13:36-05:00

Questions In Search of Answers

I had an old friend from my high school days in Knoxville reach out to me late last year. We spent the better part of an hour just reminiscing about people and common memories, but eventually, our conversation came back around to what exactly I do as a Comprehensive Financial Advisor. As my friend is getting ready to retire, he had several questions to ask me.

Questions In Search of Answers2024-01-30T12:31:44-05:00

It’s the Most Wonderful Time of the Year 2023

I hope it’s been a great 2023 for you. It has for me, but in different ways. As I’ve said on multiple occasions, Dad always taught me to work hard. He never taught me to play equally as hard. Retrospectively, there are several thoughts worth sharing.

It’s the Most Wonderful Time of the Year 20232023-12-23T09:20:49-05:00

It’s Hard to Steal Second Base

It’s Hard to Steal Second Base… "It's hard do steal second base with your foot on first!” This is a famous quote by Ty Cobb, a major league baseball player from the early 1900s who was known for his base stealing ability, among other things. Notably, he was among the first group of

It’s Hard to Steal Second Base2023-09-18T14:01:43-05:00

Balancing Your Assets

One common theme I'm seeing with my new clients is that nearly 100% of them have balances in their savings, investment, and retirement accounts. The other "elephant in the room" is that they rarely have any kind of plan or strategy for how to use these accounts. Their savings and emergency funds are earning virtually nothing when they could be getting upwards of 3-5% if positioned properly.

Balancing Your Assets2023-09-18T12:59:46-05:00

Talk Me Out of This!

When it comes to cars, I’m very brand loyal to Acura. I think I’ve owned eight over the last 30 years. My most recent one, I found while looking on their website four years ago. What made little sense about this decision was the fact that my current car at the time was in perfectly good condition and completely paid for. What was I thinking?

Talk Me Out of This!2023-08-03T13:45:25-05:00

Wisdom from a Cocktail Napkin?

Years ago, at a woman I was dating had a gathering of friends at her home, which of course included a selection of cocktails. I don’t remember what I drank that evening, but I’ll never forget the stack of cocktail napkins on the table, which said, “If you are what you eat, then I’m QUICK, CHEAP & EASY.”

Wisdom from a Cocktail Napkin?2023-06-22T09:02:21-05:00

Mailbox Money

Wouldn’t you like to be like my songwriter friend and know that each month that your "mailbox" would deliver you a comfortable income you could not outlive? Getting there isn’t rocket science, but many years of knowing how all of the financial products are structured and how they work together in concert has definitely made an impact on the lives of my clients...

Mailbox Money2023-05-09T16:52:40-05:00

Recent Blog Posts

Contact Me

320 Seven Springs Way
Suite 250
Brentwood, TN 37027

Phone: ‭(615) 506-0300‬