Articles

Search

How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

Subscribe Now

Recent Articles

Weekly Updates

Wednesday Reading List: Online Safety, Crypto, and 2022 Outlook

ICYMI: Optimists Get Rich, Cynics Get Airtime - Cynics sound smarter, attract attention and get on TV, but human history has shown that optimism builds ...
Investing

Optimists Get Rich, Cynics Get Airtime

Optimism changed human history and created economic growth. It brought the scientific revolution and a belief in progress according to Yuval Noah Harari’s, Sapiens: A ...
Weekly Updates

Wednesday Reading List

ICYMI: What's Next for the Recovery and Bull Market - Our Chief Investment Officer and a Research Director for Global Public Markets discuss what’s next ...
Investing

What’s Next for the Recovery and Bull Market

I really enjoyed this conversation with two great investment minds this week.  Bob Weisse, Chief Investment Officer of Heritage Financial, and Brad Long, Research Director – ...
Weekly Updates

Wednesday Reading List

ICYMI: Revisiting The Last Dance -Scottie Pippen is clapping back at Michael Jordan’s view of events in The Last Dance. What does this and the ...
Business Owners

Revisiting The Last Dance

I loved The Last Dance, the ten-part documentary about the 1990’s Chicago Bulls championship run. A fond early-Covid memory is watching the new episodes Sunday ...
Weekly Updates

Wednesday Reading List

ICYMI: Checking in on This Bull Market -The bull market which began in March, 2020 continues to do well this year. How did we get ...
Investing

Checking in on This Bull Market

Stocks are up this year. Bonds have struggled. Real assets have done well. Global Stocks and U.S. Bonds Year-to-Date Returns And there's been minimal volatility ...
Weekly Updates

Wednesday Reading List

ICYMI: Carl Icahn Spoke, CNBC Didn’t Listen - Carl Icahn recently shared a story with some excellent investment lessons baked into it. CNBC heard something ...
Business Owners

Selling Your Business in This Market

It's been a hot M&A market for at least ten years. If anything, it feels like it's heating up, and it's not likely to get ...
Investing

Carl Icahn Spoke, CNBC Didn’t Listen

Carl Icahn was on CNBC the other day. I like listening to Icahn. He's an outspoken and interesting guy talking about the markets, which I ...
Weekly Updates

Wednesday Reading List

ICYMI: Open Enrollment Tips to Maximize Benefits - Make sure you’re taking advantage of all the benefits your company offers during open enrollment season. Our team's latest ...