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Thursday, May 19, 2022

We’re set for another rough day in the financial markets and, Alex and I have been grappling with the questions of how this started and why. We think we’ve found our answer by looking at our predictions and a little chemistry...

Tuesday, May 10, 2022

Friday, March 4, 2022

Wednesday, February 23, 2022

Friday, November 19, 2021

“Do what you love” “Pursue your passions” “If you do what you love you’ll never work a day in your life” I’ve always disliked sayings like these. Whenever I hear them the flinty New...

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Friday, October 22, 2021

I loudly and frequently tout the advantages of having a budget. It’s easy to see the benefits of tracking and setting limits to your spending with the aim of having a happier and less stressful financial life. But what happens...

Friday, October 1, 2021

It’s been quite a quarter and I’m particularly excited to share with you all that’s been going on behind the scenes. First, I’d like to introduce you all to my newest team member, Alex Cal. Alex is a fully...

Friday, August 13, 2021

I’ve been getting this question more often recently, generally from younger folks: “How can I get rich?” Generally, they’d like this to happen as quickly as possible. Now, it’s easy enough to write this...

Friday, July 16, 2021

If you missed part one, please check it out here before continuing with this part two. Now that you’ve had a bit of time to sit with one of my favorite Zen stories, let me tell you why I hold in such high regard. For me, the...

Friday, June 4, 2021

I was told this story by my confirmation teacher a long time ago, but it’s one I often think about. I’ll give it you here with only minor changes to help with brevity and due to gaps in memory. While My Teacher was...

Friday, May 7, 2021

This March marked my tenth anniversary as a Financial Advisor. To celebrate this decade milestone, I’m taking a look back over the years and doing some retrospective write-ups. I’ve decided to start by looking at the people...

Thursday, April 22, 2021

It’s easy to get the impression that we all have to be right 100% of the time. When we see high profile individuals on TV, whether in business or politics, it seems the script is to deny you were ever wrong and insist that you...

Friday, April 9, 2021

First Quarter Practice Update The first three months of the year are behind us and already a great deal has changed. For the first time in over a year I feel like I can see the light at the end of the COVID-19 tunnel. With many of my...

Friday, March 19, 2021

It’s true, and I’m not sorry to say it. I’m a boring Financial Advisor. I came to this realization not too long ago while having a casual conversation with a new acquaintance. We got to the part in small talk where...

Friday, February 26, 2021

I was probably ten years old. On a backpacking trip in the White Mountains with my father and uncle, we hit the trail with high spirits. that is until we saw the trail snaking forward. We'd seen the incline on topographical maps before...

Friday, February 12, 2021

"Don't use soap on your cast iron!" It's a piece of advice so common that it turns up on TV shows and the internet has made a meme about it. It's advice I've given and heeded myself over the years, until one day I broke this first and...

Friday, February 5, 2021

The Tip of the Iceberg Nature is the best teacher. A lesson I've learned many times over, most recently when my wife and I bought our house almost five years ago. The yard was a bit worse for wear, so I set about trying to impose order...

Thursday, January 21, 2021

It’s a new year and that means New Year’s Resolutions. While I enjoy the idea of setting goals for the new year, I dislike the specificity of normal resolutions. I feel it sets you up for failure and normally quick failure....

Friday, January 8, 2021

When I’m sitting painting my models, sometimes I catch myself being so focused on getting the paint just right that I realize I’ve been holding my breath. The funny thing is that by holding my breath I’m actually...

Friday, December 18, 2020

I recently asked someone how they would define retirement. "Not having to work anymore," they said. I think that's what most people would say, but I don't think that's the best way to think about it. After all, do you really want...

Friday, December 11, 2020

This time of year, along with the constant reminders of flash sales and special door buster deals, my inbox starts to fill with pleas to give. Charities and organizations local, national, and international know this is a time of year...

Monday, December 7, 2020

3 Simple Tips to Control Holiday Spending They say, “It’s the most wonderful time of the year”, but for many this represents a time of overspending followed by remorse and hardship in the New Year. Especially in a...

Friday, November 27, 2020

Eat Your Vegetables, Stick to Your Budget I caught myself saying, “Eat your vegetables” to my kids the other day, and every time I’d heard that said to me flashed before my eyes. “Eat your vegetables” is...

Friday, November 20, 2020

When people find out my profession, I often get asked the question, “How do I know if I need a Financial Advisor?” To be fair, no one needs an advisor like we need food or water, but some people certainly benefit much more...

Friday, November 13, 2020

Gardening is my favorite hobby and certainly the most rewarding. Walking around the yard hearing the hum of the bees and seeing the butterflies fly never fails to give me a sense of calm. But I’ve learned gardening is no bed of...

Wednesday, July 22, 2020

We hope you are enjoying the summer and staying healthy in these trying times. Now that we are officially in a recession, we are looking for clues on how long we will stay in it and what the recovery will look like. The good news is...