The Man Who Never Looked Up
They say “the best story wins.” How do take “financial planning” – an admittedly boring topic at times – and tell a better story?
The Best Interest »
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Buffett’s Way vs. Index Funds
Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?
Baby Maeve and the Ovarian Lottery
What financial lessons can we learn from an 8-month old baby about luck, timing, and something called “the Ovarian lottery?”
The Eye of the Beholder
How can two groups of people see the same exact facts, the same reality, yet come to polar opposite conclusions?
Tricky Dick’s Essential Retirement Advice
Who knew Richard Nixon, with his curiosities and complexities, was also a retirement philosopher?
Do Not Zoom in On Monthly Returns
Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.