Investing is Simple, But Not Easy

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Wednesday, November 26, 2025

Thanksgiving has a way of reminding us of what truly matters if we slow down long enough to notice. With the busyness of our day to day lives, it’s easy to overlook the many blessings that surround us.

Friday, January 17, 2025

The new year always brings with it an onslaught of “expert” predictions related to the financial markets and the economy. Such forecasting is notoriously unreliable. At just about any given point in time, one can find a compelling...

Thursday, September 5, 2024

Howard Marks is an American investor and writer. His periodic memos are a must read within this industry. I have learned much from his content over the years. Recently, when asked about the sudden market collapse experienced during the...

Monday, November 20, 2023

From inception, the mission of this firm has been to help others exemplify the title of this brief essay. While financial security is certainly an important component of a joyous and fulfilling journey, it is in my experience subordinate...

Wednesday, March 22, 2023

Bank failures, the debt ceiling/government shutdown, military conflicts, nuclear treaty suspension, etc. - there is no shortage of apocalyptic headlines. Taking a step back, we should perhaps consider if these dire matters will truly...

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Monday, November 21, 2022

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays yet perhaps the most needed. You may recall I sent out a similar message back in 2020.

Monday, May 16, 2022

As I have noted before, the primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s volatility. As the equity markets approach “official bear market...

Monday, March 28, 2022

Optimism seems to be a scarce resource these days. But, I don’t think it should be.

Monday, November 22, 2021

It may seem like a misnomer to discuss the wisdom of being ignorant. Ignorance, defined as a lack of knowledge or information, is not generally viewed as a positive attribute. But I would suggest that it is essential for us to thrive in...

Monday, July 26, 2021

If there is one constant with investing it is that there is always something to worry about. More specifically, there are always concerning headlines, economic challenges, and fears about the future. This is exacerbated by the financial...

Wednesday, May 26, 2021

No, I am not retiring! I already did so in September of 2018 when I transitioned my practice to Guided Path Wealth Management. Allow me to explain…

Friday, April 16, 2021

We recently passed the one year anniversary of COVID being recognized as a global pandemic. As it relates to the markets and investing, I thought it might be interesting to pause and reflect on what happened over the past year and what...

Friday, February 12, 2021

You may have noticed that a new year tends to bring with it a media bombardment of “expert” forecasts of what we can expect in the forthcoming year. Nowhere is this more prevalent than in the financial media as it relates to Wall Street.

Friday, December 11, 2020

Given the journey we have endured in 2020, the next twelve months will be an especially interesting time. There is hope, but there is still much unknown. Let’s mind travel to December 2021. Next year at this time, we may look back and...

Friday, November 20, 2020

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays yet perhaps the most needed. You may recall I sent out a similar message back in 2020.

Friday, October 30, 2020

One of the many benefits of my involvement with the Financial Planning Association are the research and learning opportunities. The FPA’s forthcoming quarterly education meeting will include a session entitled Current Events & Insurance...

Saturday, October 17, 2020

Behavioral economics is a rapidly growing field of study. A component of this, behavioral finance, is a primary area of focus in the academic circles of the financial planning profession. As such, I thought you might find this interesting.

Friday, September 18, 2020

It has been an unusual election year in that a concurrent story has dominated the headlines thus far. Nonetheless, as you are all aware the 2020 election is right around the corner. As such, we know the campaigns will be ramping up...

Monday, August 17, 2020

With the COVID pandemic dominating the headlines over the last 6 months, the U.S. presidential election news coverage has been quite limited compared to a typical election year. Nonetheless, the 2020 election is indeed just around the...

Monday, July 27, 2020

We are halfway through the year, and many people wish to say “good riddance” to 2020. Undoubtedly, this has been a challenging year.

Friday, May 15, 2020

With the economy starting to reopen, we are now transitioning into the next phase of this journey. It is certainly encouraging to see us starting to head in the right direction. As such, I wanted to share with you the attached commentary...