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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

Attention Class of 1976

It’s hard to believe that for many in the class of 1976, we will hit the big 65 this year. I'm now entering an entirely new phase of my personal and professional life. And I have already learned that Medicare is the most confusing, convoluted, frustrating, and challenging insurance product I’ve seen in my entire career. I like to think I’m pretty smart when it comes to "all things insurance and investment" - but not anymore! 

Attention Class of 19762023-05-09T16:55:53-05:00

My New Normal

This blog was originally published March 2016. It’s been seven years since we lost Dad and I find myself either referring to him, quoting him, or just thinking of him every day. I’m learning that we all have our stories about death...I hope you enjoy this one.

My New Normal2023-05-09T16:57:30-05:00

Junk Drawers

I hope everyone had a great 2022, and it ended with a very peaceful & memorable holiday season. Over the holidays, I had plenty of down time here at home and in my home office. Regarding the home office, the purchase of a newer, better paper shredder was in order and it was definitely put to use. Years ago, Brian Tracy, an amazing professional speaker who I have seen multiple times, gave me “The Four D Rule.” What are the “Four D’s” you ask? Simple...

Junk Drawers2023-05-09T16:58:54-05:00

It’s the Most Wonderful Time of the Year

Golf has been a great conduit to meeting some amazing people. You can get to know someone fairly well when you’re walking 18 holes together. It’s a sport that can bring out the best and worst in people, and I always choose to see the best.

It’s the Most Wonderful Time of the Year2023-05-09T17:00:42-05:00

Rumors of My Retirement (I’m Not Retired)

Rumors of My Retirement (I'm Not Retired) OCTOBER 2022 To Paraphrase Mark Twain… ”...reports of my retirement have been greatly exaggerated." This May, I wrote a blog entitled The Times they are a Changing as quite a bit was taking place in my professional life. There were three bullet points. The first one

Rumors of My Retirement (I’m Not Retired)2023-05-09T17:01:32-05:00

What the Media Wants You to Think About

What the Media Wants You to Think About September, 2022 I found a great quote while putting this blog together. “Mass media doesn’t tell you what to think, but it tells you what to think about”. This is from Stanley J Baran’s definition of Agenda Setting. With this in mind, here are

What the Media Wants You to Think About2023-05-09T16:59:51-05:00

Seven Things to Do NOW

7 Things to Do NOW August, 2022 I’ve always thought that the saying, “May you live in interesting times” was a blessing or a compliment. However, Wikipedia sees it differently, saying that in actuality it’s a translation of a traditional “Chinese curse” said with irony or sarcasm. Who knew? Without having a

Seven Things to Do NOW2023-05-09T17:02:21-05:00

Agnostically Contrarian

I am, as the title says, agnostically contrarian. As an advisor and an individual investor, I do not know what the markets are going to do in the near future. However, I can share some thoughts that I have...

Agnostically Contrarian2023-05-09T17:03:04-05:00

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