Let’s admit it – we all like to swing for the fences once in a while. Few things are as exciting as hitting a double, a triple, or better yet, a home run...

  What do you need to do before investing with a financial advisor? In a recent video interview, Doug Adams (creator of the Dilbert) said that financial advisors should have a one-page set of...

Your iPad is a powerful tool for financial management if you know where to find the right apps. Here are a few of my favorites: Bloomberg: This is my “go to” app for financial news...

  Is it really possible to know someone with a 10-question investment survey? After being a financial advisor for 20 years, what I’ve found is that everyone is a little crazy when it comes...

Make money, have fun, be excellent.  This is all that you really need to know to have a sustainable and fulfilling career.  It really is that simple. Let’s face it; making money is the...