Coins Forming US Flag

Planning Your Financial Independence Day

As we celebrate our Great Country’s Birthday this weekend, I wanted to discuss how we can all plan for our own financial independence usings the following seven steps. 7 Key Steps to Financial Independence Most people say they plan for retirement, but they are really planning for financial independence. The day you achieve financial independence […]

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Dangerous to eat

Forced to be Patient – maybe a cure for investors!

Maureen and I were lucky enough to celebrate our 30th wedding anniversary in the island nation of Jamaica.  It was our first visit to the tropical island and we enjoyed the beautiful landscape and friendly Jamaicans. One of the excursions that we enjoyed was visiting the Mayfield Falls which requires a treacherous drive up a mountain. Thankfully […]

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#4 in the Top 20 National Advisor Blogs

“A little recognition goes a long way.” We started writing this financial blog in 2012 with the hopes to educate and entertain the readers on financial issues and how they pertain to everyday life.  When we first began, we were certain that we were writing for a few family and friends (or so it seemed).  […]

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Say Something Nice!

If you can’t say something nice, don’t say nothing at all                                                             From the movie  Bambi Growing up this phrase was repeated many times, at home, in the […]

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Spotify HQ

Commerce in an Internet Minute

While we all use the internet for our daily lives, the grand scale of human activity which occurs on the internet each day is hard to comprehend.  The graph highlights what happens in an “internet minute” in 2016.  The pace will only grow in the coming decades.   Several items to note:  Several of these companies […]

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The Value of Advice - DFA Video

The Value of Advice – DFA Video

I have always been fascinated by the concept of fingerprints and the fact that no two human fingerprints are the same.  Even identical twins have different imprints.  This gives validity to the fact that we are different and have different needs and wants.  There are differences – sometimes subtle – and other times not so subtle. […]

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Find Hope and Joy!

Find Hope and Joy!

It’s graduation season and there are some wonderful commencement speakers who have interesting insight and advice for those who are graduating.  I always enjoy reading or listening to the many varied points of view and advice for those achieving this milestone in their lives. Many times the speeches are aimed for those in transition – leaving […]

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Statue of Liberty

Celebrate Memorial Day by Honoring the Fallen Military

Memorial Day is the official start of the summer season and usually includes a barbecue and the opening of the swimming pool! We are all looking forward to warm weather. But the main celebration of Memorial Day is to take time to remember those who gave the ultimate sacrifice in defense of our nation while serving in the military. And […]

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The NY Jet defense in action

Managing the 3 Major Financial Risks

To be successful at anything, one must be able to evaluate the risks that one will encounter.  As the New York Jets entered the draft and explored off-season free agent additions this year, they are aware of the risk that they have with an unsigned and aging starting quarterback (QB).   This Jet fan was glad that the coaches have […]

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Hollywood and Wall Street

Hollywood is at it again.  It seems the financial services industry is a favorite topic for Hollywood writers who discuss the spectacular failures of trust that have occurred in the industry.  While these failures certainly make for good movies and television, there are many in the industry who provide a tremendous benefit to their clients and […]

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