Latest Commentary
Medicare 101: What You Need to Know for 2026-2027October 20, 2026 - 10:30 amOn October 8th we hosted a webinar with Shane Thomas of Integrity Health Advisors. This webinar was designed to help you understand the many parts of Medicare, when (and how) to enroll, and what recent updates could mean for your choices going forward.


Outlook 2020: Bringing Markets Into Focus
Improving Investor Behavior: Investing time now will pay dividends later
Improving Investor Behavior: The Sharp Knife of Compound Interest
Improving Investor Behavior: The Price of Time
Improving Investor Behavior: Mind Your “Owned” Businesses
An Emotional Tour de Force
Intelligent Investing Book Signing at The Tattered Cover
Workshop Series: Get Fed
Improving Investor Behavior: Strengthen Your Financial Superpowers
Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets
Improving Investor Behavior: Retire to What?
Improving Investor Behavior: The Positive Mindset of Investors
Improving Investor Behavior – Managing Your Time Like Money
PRESS RELEASE: Are You Prepared for Volatile Stock Market Swings During Retirement? Steve Booren’s new book, Intelligent Investing, Shows You How
Improving Investor Behavior – Doubt, Sold with a Smile