Articles
Dividends Don’t Lie
Asking a financial advisor to name his favorite investment is like asking someone to tell you their favorite flavor of ice cream. We’ll say that
2017 First Quarter Market Recap
US Equities Post Strong First Quarter The Dow broke 20,000 for the first time in history in January, then briefly broke 21,000 during February. We
The Stock Market Is Shrinking — Here’s Why
We’re facing a biodiversity crisis. It’s a slow-moving ecological disaster that could have serious ramifications in the long run. I’m not talking about what’s happening
Is It Better To Rent Or Buy A Home In Retirement?
When retirement time rolls around, some folks find themselves pondering a change of address. So I run into this question a lot – to rent
How To Ensure Young Beneficiaries Effectively Manage Their Large Inheritance
It’s been said that if you have enough money to help your children through life, you also have enough money to ruin their lives. I
5 Steps You Can Take To Avoid Penalties On Early 401K Withdrawals
Imagine this scenario for yourself: you’ve just turned 55 and want to withdraw money from your 401(k) plan. Normally, any distribution (other than specifically-qualified distributions)
What My Time In Yellowstone Taught Me About Leadership
Leaders with certain traits are sometimes referred to as alphas, a designation first applied to the leaders of animals that live in packs, such as
When Will The Next Recession Hit?
OK, so I’m going to talk about the dreaded R-word — recession. Is one lurking around the corner for our nation’s economy? Should hardworking Americans
Oh Snap! The Roller Coaster Of Investing In Social Media
If you’re like me, you stay in touch with friends the new old-fashioned way — by shooting a text or (gasp) actually talking to someone
Warren Buffett Offers $1 Million A Year For Life In His March Madness Challenge | Murky hedge funds and managing the risk of CEFs – Money Matters March 12, 2017
Buffett ups the ante and increases the odds of winning with his new college basketball March Madness challenge. Wes discusses the odds of getting just
What Happens When “Core Values” Fail
There’s an interesting phenomenon in our nation’s capital, called The Washington Monument Paradox. DC residents love the giant obelisk honoring our first President. They will tell you
California high school turns $15,000 into $24 million on their Snapchat investment | Trump’s speech to congress and the Snapchat IPO – Money Matters March 5, 2017
California high school turns $15,000 into $24 million on their Snapchat investment. We discuss social media company grand slams and complete strikeouts. Hour 1: WSB