Hugs, Handshakes, and a Cup of Coffee

Hugs, Handshakes, and a Cup of Coffee

I have previously written and I know it to be true that we will return to normal at some point in time.  That point seems elusive right now and I feel like a runner approaching the finish line of a marathon only to learn that they have added an indefinite number of...

Best Books of 2020

Best Books of 2020

Nothing like a global pandemic to want to escape in a good book.  You know I read a lot, but in 2020 I exceeded even my own expectations and eclipsed my goal of reading fifty books by reading 60 in one year.  I found it to be a wonderful way to escape the barrage of...

End of Year Gratitudes

End of Year Gratitudes

2020 has been an unforgettable year in many ways, but today I would like to take a minute and share what we are grateful for as we head into the new year. I am truly grateful for each client...     ...

Chicken in the Hall – A Finley Update

Chicken in the Hall – A Finley Update

This year marked a year of many changes, but one in particular with our family.  We got a dog.  Finley Beans was introduced to our family (and to this audience) in May after searching for something to which could help bring brightness and joy to our family during all...

I am Writing a Novel this Month

I am Writing a Novel this Month

You may not be aware of this, but starting this month there are hundreds of thousands of people participating in the crazy idea of writing a novel in a month.  The NaNoWrimo movement began about 15 years ago by a nut who wanted to write.  He did not set out to draw...

Election Prediction

Election Prediction

I cannot for the life of me remember a time in our country’s history when politics were more divisive than they are right now.  Never have the sides been so clearly drawn.  You are either with us or against us.  On our side or opposed to us.  The middle is a sweet...

Investing During An Election

Investing During An Election

Many of us know that it's important to stay invested for the long-term rather than alter our investment strategies in response to fluctuations in the market (due to elections, for example). Nevertheless, many of us do so anyway and some of us experience undesirable...

Chin Up

Chin Up

I know that we have all suffered from Covid-19 fatigue in some way, shape or form.  If you are anything like me, you listened intently during those first few press conferences in March while simultaneously watching your investment values shrink.  You may even have...

Adversity

Adversity

I have had the pleasure of being on over a dozen podcast interviews as it relates to promoting my new book, Now What?  A Practical Guide to Figuring Out Your Financial Future.  Podcasting is new to me but talking comes naturally so I figured I could pull it off. The...

The Roaring Twenties

The Roaring Twenties

I am begging your indulgence in me pursuing a theory in this blog format.  If you are not interested in the inner workings of my brain, you may want to stop reading here.  Otherwise, join me, won’t you? As I have previously stated in this blog, this is our first...