I’m in San Diego this week, attending two different financial conferences. I’ve just finished attending the first, the XY Planning Network Conference, which was attended by over 300 twenty and thirty somethings, all of whom are either building or soon-to-be building their own financial planning firms. As a veteran of the financial planning industry I […]
I’ve been a Cubs fan all my life and am desperately hoping that this is the year the Cubs win the World Series. After all, that hasn’t happened in my lifetime. It hasn’t happened since 1908. AND — I’m in the dream business since I help people every day take steps to live their dreams. […]
After being in the investment management business for 25+ years I can truthfully tell you that a successful, long term investment strategy is a pretty boring thing, at least from a client’s perspective. And boring is good. Why? Because a lot of buying and selling in your portfolio costs you money. And while no one […]
If you had asked me a week ago I would have told you that I would never again work in an office outside my home. I love working from home. I love the convenience of being able to work and do laundry at the same time, or being able to start dinner in the middle […]
I like stuff as much as anybody but nothing beats investing in experiences. Yesterday my twin 3 year old grandsons and their mom and dad left our home after a 10 day visit. It was a chaotic time, noisy and filled with fun. These twins are the sons of my husband’s oldest child so technically […]
I work with a lot of people in transition. Most of them are either starting new businesses, changing careers or retiring. It’s the clients that are retiring that I worry about the most because some of them have had very fulfilling careers and really don’t know what they are going to do in the next […]
When it comes to big swings in the stock market, two things are primarily driving them: fear or greed (and I mean greed in a nice way). As we saw last week when the UK voted to leave the European Union, which was a shock to almost all that were following this story, the uncertainty […]
This one question has propelled many people into living the life of their dreams: If you found out today that you only had five years left to live, what would you do differently, change, become? OK — now do it! You never know when your last day will be. Enough said.