9 March 2012

Where should I invest My Money?

You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one thing, this one question triggers so many others. What does … Continue reading

2 March 2012

My old Financial Advisor never asked me That!

President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job – and my first real sense of what I wanted … Continue reading

24 February 2012

Financial Planning is like Coaching Football

Football fascinates me. It’s all the thinking that goes into a particular game, the strategy and the preparation. A coaching staff breaks down an opponent’s strengths and weaknesses and devises a game plan that accounts for its own team’s strengths … Continue reading

24 February 2012

How to Invest your Money

How to Invest:  Don’t Make a Mountain out of a Mole Hill How do you invest the money you save? In investing, we want a clear-headed, straightforward approach. Unfortunately, there’s so much information out there — and so much hype … Continue reading

24 February 2012

Financial Karma – The Money that came back

Financial Karma: A Great story about Money! There are people who walk into my life who have an energy I can feed off. People who carry an openness and an optimism that helps them enjoy their lives. I have clients … Continue reading

9 February 2012

Financial Planning – Time Marches On

Time marches on… What are you doing with your money?   I often speak about the importance of investing for the future and planning for your retirement. Some have taken my advice, and many have not. That might simply be because … Continue reading

21 December 2011

4 Last Minute Financial Tips to Wrap up 2011

It’s the holidays, and on top of everything else you’re shopping and entertaining. Why not give yourself a gift by taking a moment to look at your personal finances?

13 December 2011

This LPL Financial Advisor aint afraid of no Ghosts!

It’s funny to think about the old stereotype of the bean-counting accountant. You know, the old-school CPA, the super-nerd who is wound up tight like a top. On a cross-country flight recently I stumbled upon Ghostbusters, the classic science-fiction comedy … Continue reading

8 December 2011

Behind the Music – Duff McKagan

I recently read an article about Duff McKagan, the former bass player for the legendary rock band Guns N’ Roses. Like many musicians before him, Duff had a history of abusing drugs and alcohol. It got so bad that a … Continue reading

30 November 2011

What is Good Debt?

I like to help my clients take the whole approach to their finances. It’s too easy to lock into a single financial obsession, to bite into some hot topic in the financial news. Rather than do that, I encourage my … Continue reading

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