The Surprising Economic Outcome Of 2020

If you were asked to give 2020 a grade, what would it be? I recently answered this question along with Clark Howard on a special economic roundtable on News 95.5 and AM 750 WSB hosted by Jay Black. An audio version of this will be playing throughout the holidays on News 95.5 and AM 750 […]

Let’s Dispel Myths About Flat Markets And Perfect Timing

It’s been said that perfection is the enemy of progress. You might be feeling like we haven’t seen a lot of either in 2020 but take a closer look. Overall, the stock market has recovered nicely, despite the challenging economic year we’ve faced. With COVID-19 vaccines on the horizon and the presidential election behind us, […]

Vaccine News In America Is A Time To Remember

Despite a year filled with terrible news, the past few weeks have given us some rays of sunshine and incredibly good news. So good, that the headline generated the morning of Nov. 9 will be branded in my psyche for life. “Pfizer and BioNTech release phase III trial results for their COVID-19 Vaccine. More than […]

Retirement Planning For Millennials: Investing In Your 20s And 30s

In a world where Twitter followers, YouTube subscribers, and viral videos can make kids millionaires in minutes, it makes us wonder what retirement will look like for future generations. A question I’m often asked by Millennials, in particular, is how to get started with retirement planning and investing in their 20s and 30s. As an […]

Why Government Gridlock Is Good

The media projected a blue wave. Instead, American voters delivered a purple haze. Although there are still lingering pieces of this election with runoffs, recounts and lawsuits alike, one thing is fairly certain from Tuesday’s vote. We’ve voted in government gridlock. Yes, there is a possibility for some of this to change, but it looks […]

How To Protect Yourself With A Power Of Attorney

Longing for the things we want in life often conjures up dreams of finding a magic lamp with a genie inside who’ll grant us three wishes. Of course, reality is much more complicated than that. As we age, we need to include other people in our financial planning, including someone who can step in if […]

Investing in America: Why We Should Believe In The American Army of Productivity

At the time of this post, I’m getting calls, texts, and emails from clients, friends, and family on both sides of the political race, all asking the same questions – what will we do if… the Republicans win? the Democrats win? the Senate shifts? there’s a stock market correction? there is or isn’t a stimulus […]

Rebalancing Is Unheralded Superhero Of Investing

My kids and I love the Avengers, and we’ve watched all the movies. Every single one of them. Unlike my friends with all daughters, as a boy dad I’ve fortunately been able to skip watching the “Frozen” franchise. Avengers have super abilities: The Hulk smashes and throws dump trucks like Matchbox cars, Thor is the […]

How To Plan For Retirement As An Entrepreneur

Every day in the United States, a small percentage of courageous and innovative individuals hop off the corporate carousel and step into the world of entrepreneurship. As an independent business owner, you probably view risk differently than most people. You may even welcome it. Let’s face it, you didn’t choose a traditional career path with […]

What Leadership Looks Like During The Pandemic

In the waning days of World War II, British Prime Minister Winston Churchill joined with President Franklin Roosevelt to seize a unique opportunity. The devastation caused by the war, and the unprecedented cooperation exhibited by the Allies to end that horror, set the stage for wholesale change in international relations, the two men believed. In […]

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