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With holiday parties kicking into high gear, Michelle inevitably drags me along as her personal arm candy and designated driver.   Finger...

Where to look ·       Ask friends and family you trust for advisors to interview ·       Go on-line to NAPFA.org (National Association of...

We, as a society, have never had more access to information – thanks to a technology fueled, 24/7 news cycle.   Respective of this...

Think back to the last time you gambled – be it Vegas, a bingo hall or gas station lotto.  Did you gravitate to the ‘high rollers’ room...

There’s a trite adage I use when having (very) low level negotiations with buddies: “You cut the pie; I’ll choose the piece.”  Sadly, I...

Summer Time Blues A Primer on financial market seasonality There is an old Wall Street adage that recommends investors to “sell in May...

THE FIDUCIARY RULE There’s currently a battle brewing even more contentious than Bill O’Reilly and blondes:  namely, Wall Street vs.  the...

Nurturing your portfolio With the weather teasingly trying to break, I found myself pouring a Makers Mark and milling around the yard...

I have to admit, this emoji thing might have some legs.  I was bit resistant at first; dismissing it as nothing more than a cutesy...