January 8, 2014

Fund and returns earned by their investors tend to suffer after peak performance. 

 

Around this time every year Morningstar releases its selection for the top mutual fund managers of the past year.

 

Being selected for this honor though may bring investors something simil...

May 9, 2011

The saying goes “the best defense is a good offense.”

 

And while I agree having sound skills and strategy both offensively and defensively are critical to be a winning team, the difference between being good and exceptional often isn’t about positional skill at all. As...

January 16, 2011

It’s November 2 as I write this blog. A normal day, albeit Election Day, but to fans of James Oliver Rigney, Jr., today is much more important.

 

Rigney (pen name Robert Jordan) was the author of The Wheel of Time, a series of epic fantasy novels. Although the non-fantas...

January 11, 2011

One of the most important days of the year for the sports fan. Tonight of course, we will know who will be able to claim the title to college football’s national championship for the next year; and what school students, staff, alumni, and fans will be able to boast abo...

December 21, 2010

“Habit is habit and not to be flung out of the window by any man, but coaxed downstairs a step at a time.” - Mark Twain

 

My blog today is inspired by a recently aired PBS special by motivational author and speaker Dr. Wayne Dyer titled “Excuses Begone!” It is a fitting...

December 15, 2010

Are you pondering some critical decisions in your life, wondering whether you should have another child, retire, start a business, go back to school, or remodel your home?

 

Sometimes I will meet with individuals new to the concept of financial planning that ask ‘should’...

October 11, 2010

We all know if we commit seriously enough to our goals to write them down, we’ll probably have a better chance of achieving them. But have you ever considered the multiplying and powerful effect of goals on our finances?

 

Mark and Cindy [names changed] came to us seekin...

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