There is an old saying that goes, “If you don’t hate at least one investment in your portfolio, you aren’t really diversified.” It’s a clever reminder that not having your eggs in one basket means that some of your baskets…
What is it about fall that makes me think of apples? Caramel apples for Halloween? Remembering the Peanuts characters bobbing for apples in The Great Pumpkin, Charlie Brown? That was a gross activity always, likely never to be done again…
Am I worried about the upcoming election? Sure, who wouldn’t be? No matter where you sit on the political spectrum, you likely think your guy not winning spells the end of the country. That’s not my particular worry. The…
For someone who never shuts up, you may be surprised that I get frustrated at my ability to communicate. These days that really hits home when I’m trying to explain to clients why selling all their investments due to stock…
Recently I took an online class that introduced The Spend Safely Strategy. As with most training you take, there was some rehashing of stuff I’d heard before, a couple of new nuggets of info, and some new ways of communicating…
Nothing makes me more stressed than listening to Alison Janey on those Kaiser Permanente commercials encouraging preventative care so that we all “Thrive.” She’s a highly paid actress. What about the rest of us who worry about our money lasting…
