Financial Advisor

Life Planning for College Students

Occasionally I get invited to speak to college students about life, money, and success. In fact, I’m scheduled to do that tomorrow.  Here are the four reminders/suggestions I plan to share with them. Die well. Soon after you arrived on campus, you realized, “Not everybody thinks the way I do.” That’s actually a good thing. …

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Thankful for Hope in Hard Things

I don’t have to remind you we just celebrated Thanksgiving. For many of us, the day was full of family, feasting, football and Friday…endless advertisements about Black Friday and the “don’t you dare miss this” sales that go with it.  One of my family’s simple traditions is to go around the table during the Thanksgiving …

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Why Listening to Your Heart is a Bad Idea

“Honey!” the mother pleads, looking into her adult daughter’s eyes. “I just want you to be happy. Listen to your heart!”  This line (or one like it) shows up in every sappy Hallmark movie I watch with my wife.  I can’t imagine worse advice to give someone—whether in the area of romance, parenting, career advancement, …

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Two “Dudes” Work Out an Investment Plan

“You’re saying I should invest NOW?” Jordan almost choked as he thrust the heavy weights over his head.  He and his buddy Patrick regularly solved all the world’s problems during their noon workouts. On this day, the conversation had turned to personal finance. “Dude, the stock market is HORRIBLE!” Jordan said emphatically as he set …

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