Thoughts on Collaboration and Accountability Accountability is a powerful driver of success that most of us want to avoid like the plague. Just like planning it’s not very fun and…
Avoid this Investing Pitfall There are often times when we’re too smart for our own good. Our success and genius in our work lives provides a false sense of competency…
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Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…
My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…
There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…
I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of humans…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…
Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…
Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….
It’s 3 o’clock in the morning and I’m worried. Last week, the markets were down hard, with the S&P 500 going from positive double digit territory at the end of…
This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…
How much money do we need to have to begin investing? The truth to this question is a lot less than we think. Many people I have talked to…
The TINSTAAFL theory is an informal favorite rule among many economists and financial planners like me. TINSTAAFL stands for “There is no such thing as a free lunch”, and means…
From time to time, I find myself roaming the country, assisting a corporate client in their desire to assess and improve the retirement readiness of their workforce. Normally, personal clients…
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