Most people are generally familiar with the basic rule of investing, which is to buy low and sell high. Yet, few follow this guideline. Why? It is too easy for Read More...
How Being a Rock and Roll Drummer Prepared Me to be a Financial Planner
Back in the day, I was a professional drummer, playing with such music greats as Bette Midler, Manhattan Transfer, Barry Manilow, Mary of Peter, Paul & Mary, Chuck Read More...
Buying stocks is like buying shoes
My daughter Kayla is a wonderful blogger and an expert shopper. She recently blogged about her online shoe buying experience. She found a pair of Steve Madden shoes Read More...
Bonds: Know When to Hold Them, Know When to Walk Away
A client and recent widow sent the following note looking for some financial advice: My husband passed away two years ago. I am now ready to invest the insurance Read More...
I’m newly divorced or widowed, now what?
Getting divorced or becoming a widow can leave you with the unfamiliar responsibility of managing your finances. The period of time following a major life change can be Read More...