no-conscience investor

How To Become a No-Conscience Investor

I watched a lot of high school basketball as a kid.  On Friday nights and Sunday afternoons, my father would take me to gyms throughout Baltimore to watch up-and-coming players.  In one game, I remember seeing a point guard miss his first dozen shots before taking over and scoring 20 points. My father’s comment was: […]

hands writing: valuable professional habit

Why Writing is The Most Valuable Professional Habit of an Advisor

“I only write when inspiration strikes. Fortunately, it strikes at nine every morning.” -William Faulkner It is the one-year anniversary of my commitment to the most valuable professional habit benefitting clients: Writing. It took 15 years to figure out, but consistently writing and sharing may be the most important thing I do for our clients, […]

safe stocks

Do safe stocks exist? Evaluating Value and Growth

If you owned stocks or a stock mutual fund last year, you are probably pretty happy with the results, but you may also be breathing a sigh of relief.  If you are anything like the many we have spoken with over the last 18 months, there is a sense that this market has been and […]

SECURE Act

Looking Ahead: SECURE Act Update

The closing weeks of 2019 gave us plenty to celebrate and plan for as investors.  In contrast to 2018, where it was nearly impossible to find growth in stocks, bonds, or any asset for that matter, 2019 provided plenty of opportunity for returns.  There was volatility in the mix, however, as trade talks, domestic politics, […]

Setting New Year Financial Expectations

We are at the start of a new decade, which means lists and reviews of the past year and ten years.  Along with these retrospectives, we are treated to a healthy dose of predictions for what is to come (too often by financial gurus, unfortunately).  This is click bait, though. An invitation to bog ourselves […]