Blog

Managing a portfolio is like driving a car blindfolded. Even the most skilled analysts miss the mark more often than not. Our approach is different.

My family and I moved last week, and I am the proud owner of a brand new 30-year fixed mortgage loan. At our closing, the person with the title agency showed me the amortization table and said, “Don’t be overwhelmed by

What if you had to make the biggest investment decision of your life before ever having any investment experience? Guess what – your kids do. Watching your kids go through the college planning process is as stressful as it gets. Will they get into their dream school? Will they put themselves in an environment that doesn’t distract them too much? Will I ever see them again?? Unfortunately, the question that not enough parents are taking seriously is, “will they walk away from college in a position to support themselves, and pay off their student loans in a reasonable amount of time?”

Since I miss football season so much, I had to throw this one in for a little fun.  When I was in college, I had a notebook that I used specifically for nerdy exercises like this.  One was a baseball lineup of the buildings on Ohio State’s campus.  Don’t try too hard to make sense of that.  One was a list of my friends and which characters we would be on the show 24.  Stick with me here because there is a purpose, and yes, a quick jab at the Browns if you make it all the way to the end.

Conventional wisdom may lead you to believe that the trading platform that offers the most bells and whistles will result in the best performance. In the words of Dr. Ian Malcolm, “…your scientists were so preoccupied...

As an executive, you put in long hours.  Your days are packed with meetings and deadlines.  When you hit your targets, the bar is raised even higher for next year.  Executives’ compensation packages are increasingly complex.  Most execs don’t have the time or expertise to manage their finances as well as they manage their careers, and in many cases they don’t know what they don’t know.

Making the leap into retirement is like planning a family vacation. Along the way, we face challenges. Some of which we can prepare for, and others can strike suddenly, with no warning. Having recently returned home from a Disney cruise with my family, I can relate. Despite my wife’s planning every detail of our trip in advance as always, we ran into some unexpected issues…