Blog

I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. Read more

A frequent topic of discussion with my friends and family is health. I love learning new ideas and strategies for being healthier. Sadly, implementing all the new ideas is much harder than talking about them. Read more

In today’s interest rate environment, investors (especially those in retirement) are scrambling to find ways to increase the yield of their investment portfolios. Read more

The Tootsie Roll is an iconic American candy. Who among us hasn’t experienced one of the sweet little nuggets? As a kid, they were delicious. I remember eating piles of them on Halloween or out of a piñata at a birthday party. Read more

Imagine you walk into a casino with your entire retirement portfolio in tow – whether that’s a few thousand or a few million. You walk up to the blackjack table determined to beat the house and boost your retirement savings. Read more

In my years as a financial advisor, I’ve seen many families achieve financial success and enjoy the subsequent benefits. Unfortunately, I’ve also seen people make entirely avoidable mistakes that had long-lasting effects. Read more

The financial industry has managed to get away with incredible price discrimination by charging clients based on their assets, rather than based on the services provided. This practice needs to stop. Read more

I just finished a new book by Michael Lewis, author of many bestsellers including The Blind Side and Moneyball. His new book, called The Undoing Project, is about the fathers of a relatively new field of study called behavioral economics. Read more

The investment industry has done a phenomenal job of masking their fees – whether hiding them completely or trying to minimize them by stating them as a % of assets. Read more