Latest Commentary
- Meeting Mr. MarketMay 20, 2025 - 9:47 am
What would it look like to have a conversation with “The Market” (the embodiment of the S&P 500)? What knowledge might we learn from this nebulous thing if only we could ask it? Let’s find out.
Why I Became A Financial Advisor
Legacy – The Power of Time and Good Behavior
Improving Investor Behavior – Fear: Acknowledged and Avoided
What Are You Doing on November 4th?
Your 7-Point Checklist For When Life Suddenly Changes
Your Comprehensive Financial Planning Guide For Women
Improving Investor Behavior: Keep Politics Out of Your Portfolio
Does Your Business Need a LIFT?
Improving Investor Behavior: Reframing Your Business Mindset
Improving Investor Behavior: Blind Spots & Confirmation Bias
Getting Back to Better
Improving Investor Behavior: Fear is a Very Powerful Emotion
Improving Investor Behavior: An Unintentional Sabbatical
Highlights of the CARES Act
Fire Drills and Why We Do Them