At What Cost Safety

Fear helps us make choices, quickly. Without fear the stock market would always go up and we would have no need to look for safe alternatives. If we are always making choices between growth, income, and preservation, then what do our investment options look like here in the Summer of 2019? The truth is, our […]

succession at Fort Bliss

Succession of The Indispensable One

This is about Succession.  Succession in your family, your business, or anywhere else where you have become the indispensable person. The one whom everyone depends upon. LEADERSHIP SUCCESSION I witnessed succession last week as a dear friend assumed command of the 11th Air Defense Artillery Brigade at Ft. Bliss in El Paso, Texas. The 11th […]

Nobody Buys That Stock Anymore. It’s Too Popular!

You are going to meet your financial advisor and just saw that Apple released a new iPhone and the stock has jumped.  You make a note to ask your advisor two things: – How can I improve my returns? – Shouldn’t I just buy more Apple? Both questions reflect normal temptations.  The desire to do […]

15 Minutes of Fame

The competition for popularity, attention, and eyeballs is a way of life in the public sphere and always has been. The advent of personal branding has only put the “look at me” phenomenon on steroids. It has never been easier for a meteoric rise to take place in pop culture, politics, or business considering how […]

The Zeal of a Convert: My Origin Story

Earlier this year, in his weekend “Intelligent Investor” column in the Wall Street Journal, Jason Zweig wrote a memorial tribute to Jack Bogle, founder of the Vanguard Group, that compared him to St. Paul, the early Christian missionary. When Zweig wrote that Bogle “blazed with the zeal of the convert” the words jumped off of […]