Courtesy: Christopher Myers Seventy six years ago, on December 16, 1944, an engagement began in the Ardennes forest between the German & Allied Forces in what has become known as the Battle of the Bulge. Why this name? Simply because the objective of the German military was to break the American lines. However, they wereContinue reading “Zooming Out of 2020!”
When Kristin & I lived in Maryland, one of our favorite things to do was to attend the Remembrance Day parade in Gettysburg the weekend before Thanksgiving. Personally, I have always loved history, and enjoyed seeing the re-enactors march through the streets as it brought the town to life! So the other day, I tookContinue reading “A Lot To Be Thankful For…”
With the election today as well as the recent flurry of announcement of stock splits, I thought, what better time to touch on the difference between the different equity share classes that exist, and what they mean to you as an investor? That’s right – the company you may want to invest in may haveContinue reading “Votes for Sale (Kind of)”
Today, we are roughly 2 weeks out from the 2020 election. Like most of you, I am sick of the ads and constant coverage and yearn for not having to view political ads every 10 minutes… Over the past couple of weeks, folks have wondered what my thoughts were on the election and how itContinue reading “Markets Love a Flight Plan”
This year it seems like every day there is a notice that we have lost another person: Whether it be Bob Gibson, RBG, Tom Seaver, Eddie Van Halen, or the over 200,000 other Americans who have been taken from us due to the coronavirus. 2020 has already been a sobering year. One where our ownContinue reading “How the Loss of Our Heroes/Sheroes Can Shape Our Estate Plan”
Over the past couple years, you have heard me discuss more and more about money scripts, how we all have them, how they are influenced by our family’s history around money, and how they establish the basis for how we view money in our lives. Studying this subject under Dr.’s Brad & Ted Klontz, oneContinue reading “My 9/11 Money Story”
One of the things I pride myself on is managing expectations and advocating for you by delineating the noise from the actionable information you need to know. With that, I found it important to reach out with the news breaking this morning about the Russian ‘vaccine’. Unfortunately, I feel it is another ploy by theContinue reading “Russian Into a Vaccine”
This past weekend, my wife and I made the decision to enroll our kids in the virtual option offered by their school for the fall semester. It was a difficult decision for a myriad of reasons, but the reason I wanted to share this with you is because I know that a lot of folksContinue reading “How Going Back to School Can Impact our Kids Relationship with Money”
As we closed the 2nd quarter a couple of weeks ago, I wanted to see if the data we initially began tracking in our post A Tale of Two Charts revealed any new clues about investors behavior in relation to the markets as this is our first full quarter filled with pandemic implemented policies. SomeContinue reading “Q2 Google Search & Investor Trends”
Much like every household this past weekend, we gathered round to watch the much anticipated release of ‘Hamilton’. And all I will say is that it is phenomenal, and Kristin and I couldn’t stop signing along to the songs that were trapped in our head. So there is my review, for what it’s worth. IContinue reading “What Hamilton Can Teach Us About Investing…”
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