I write a lot about living your dreams but don’t talk a lot about death. I lost a friend and colleague yesterday. Dick Wagner was a true and valued leader in the financial planning industry. He was a visionary who lived and breathed integrity, compassion, intelligence, and humor. He was a loving husband and father […]
Blog Posts
Where We Will Live In The Future
I read a very interesting article in one of our industry’s trade journals talking about where we will be living in the future. You may not know that I didn’t own my first home until I was in my early 40’s. Prior to marrying my husband, Randy, I was an apartment, condo, duplex girl. I […]
What To Do To Invest In Your Own Peace Of Mind
(White Christmas? I’ll get to that in a minute.) When it comes to investing your money, it’s hard not to get caught up in and worry about all of the world events that can impact the behavior of the world markets. Hardly a day goes by where there isn’t some scary financial news being […]
Happy Thanksgiving
Thanksgiving is all about gratitude, and being in gratitude is one of the most uplifting things we can do for ourselves. There is a lot going on in our world right now that can bring about feelings of despair, but we also have so much to feel grateful for. My gratitude list is a long […]
Cubs Win! Cubs Win! Cubs Win!
I have invested my time, my energy, and my passion into being a Cubs fan for as long as I can remember and they finally did it! Thanks Mom and Dad for introducing me to this wonderful game (and not being White Sox fans). There’s a lot of serious stuff going on in the world […]
National Novel Writing Month is November
If you have always wanted to write a novel but just haven’t gotten around to it, here may be just the motivation you need. November is National Novel Writing Month (NaNoWriMo) — that’s right — write a novel in a month! Whether it’s time, fear, procrastination, or whatever that’s keeping you from writing that novel, the […]
A Great Article About the Firm I Use to Invest for Clients
I thought you might enjoy learning a bit more about the firm I use to invest client’s portfolios with. I’ve used Dimensional Fund Advisors (DFA) funds for over two decades (in a prior firm and since 2005 in my own firm) and have been really pleased with their performance and low cost. The Wall Street […]
A Clinton Win vs. A Trump Win — How Will the Stock Market React?
Several clients have asked me what I think will happen with the stock market if Clinton wins the presidential election or if Trump wins. Let me begin by stating clearly that I do NOT have a crystal ball. And let me add that this is not a positive or negative endorsement of either candidate. That […]