They say that Knowledge is Power. It’s also Empowering.

UK Trip – July 12 – 21, 2024 Over the past 30+ years, my better-half has put her nature aside and followed me on some journeys, personal and professional, that she’d probably rather have skipped. I decided it was high time for some payback. Working up our calendar for...

In his Monday missive, First Trust Chief Economist Brian Wesbury wrote about solving big, seemingly intractable problems by using “iterative” thinking. Kind of a like “thinking outside of the box” on steroids. It’s a thought provoking read, accessed by clicking here....

I considered Chris B. my best friend. Middle School was a rough time for this cowboy. I’d been a hanger-on in a bad group of older boys for several years. Chris’s friendship provided an anchor to keep my ship from going over the falls and catalyst to achieve escape...

You are able to save on a monthly basis. What accounts should you be funding? As previously covered, you should strive to save between 10-20% of your monthly income. But where should you be stashing this money? Savings Account? CD? Mutual Funds? Crypto? To answer...

Where to start: Saving vs. Investing    For this conversation, let’s focus on just two areas of your finances: Saving and Investing. Before we get into what you should be doing to fund these types of accounts, it is important to distinguish between the two....

It’s January and a question we invariably get from clients is, “What do you think the markets will do this year?” Our response is an honest, “We have no idea. Unfortunately, the future is unknowable.” Of course, we don’t leave anyone hanging like that. We go on to...

The order of when things happen can be your friend - or foe.    Take for instance an extended market downturn early in retirement, just as you start making portfolio withdrawals. This unlucky turn of events, if not managed properly, could make a serious dent in your...

Peak Experiences are transformative. But they don't come by accident.Dr. Benjamin Hardy is an organizational psychologist whom Collin and I were introduced to last year through a Mastermind Group. He’s truly changed our lives through his videos and books which...