Want to know the truth? Financial advisors are similar to priests. We hear a lot of confessions. When it comes to giving financial advice to clients, I can safely tell you I’ve heard a lot of different reasons why someone thinks they don’t need us. At networking events, cocktail parties, and [...]

Isn’t it interesting how much chaos a tiny virus can cause? The respiratory illness, called COVID-19 that started in China, is a virus that has shaken the world. Radical changes have occurred in everything from non-profit groups cancelling their trip overseas to schools closing and encouraging their students to learn from [...]

If the email subject line doesn’t ring a bell, it’s the name of a song from the popular musical, Les Miserables. The musical is based on Victor Hugo’s book, a French historical story first published in 1862. It’s considered one of the greatest novels of the 19th century. The story examines [...]

Okay, let’s huddle up. Sometimes talking about the tough stuff is... well, tough. It’s much easier to focus on the positive. Usually, I do that, but I also wouldn’t be a good advisor if I didn’t alert you to what I call “The Rose-Colored Glasses Syndrome.” You may be familiar with [...]

I have a friend who was exploring a career change. She stumbled upon a business opportunity that seemed like it was right up her alley. The opportunity presented itself as a “quick and easy way” to earn thousands of dollars. Since my friend thought she had the right stuff, she quickly [...]

We’ve been discussing behavior and how it can affect your future. One South Carolina man did something that radically altered his future. He vacuumed $5 in quarters out of his car and used it to buy a lottery ticket. And... won a $250,000 lottery jackpot. Whoa, Nellie! If that’s not encouragement [...]

Sometimes you just have to shake your head... Recently, a Utah man thought he’d be sneaky about getting a free hotel room. His scam? Releasing rodents in at least three different hotels and then complain about them. Ryan Sentelle State, 37, would check into hotels and bring some extra “guests” with him. He’d [...]

Ever take golf lessons? I remember one time a golf pro watched my swing and said two words. “Too stiff.” He said my backswing was okay, but my torso wasn’t rotating in a way to help my swing. He added that many golfers may not realize a mid-back flexibility is key [...]

A little fun for your day: The CEO of a large corporation was giving advice to a junior executive. “I was young, married, and out of work,” he intoned. “I took the last nickel I had and bought an apple. I polished it and sold it for a dime. The next [...]

If you have an artistic bent, sure... you can literally paint a picture of what success looks like to you. But there’s another way to do it. Visualize your success. Smart people have visualized their success before they take any action. It’s amazing how well this technique works. For instance, when [...]