Do I need a Financial Plan?

As most people near retirement – or at least start to dream about it – they begin to ask themselves questions that they have probably been avoiding or pushing off for years. Do I have enough? When should I take … Continue reading

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I am back

As many of know, I have transitioned my firm over the past year.  I am now a Partner with Callahan Financial Planning.  One of my goals for this year was to increase my activity on this blog to provide better … Continue reading

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Are Indexes a good benchmark for you?

As investors we oftentimes find ourselves using the Dow Jones or S& P 500 as the comparative index in order to determine if our portfolio is sufficient. This is just fine if you are someone who has a substantial time … Continue reading

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Influence of the Federal Reserve

Over the past few years, the markets have reacted very strong after the Federal Reserve has announced or implemented additional strategies to help the American economy.  What you see and read is oftentimes difficult to understand.  I want to clear … Continue reading

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Smarter than Wall Street – Part I

Some of you have attended presentations I have done entitled, Smarter than Wall Street. In this presentation, I talk about 4 myths of investing and 5 steps to manage your money like endowments. I will do a few posts on … Continue reading

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Will Warren Buffett be right?

I think most of us are well aware who Warren Buffett is, probably the best investor of our generation.  Warren has preached a buy and hold strategy that has worked for him for years and years.  As simple as that … Continue reading

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Welcome to the Blog!

Welcome to my blog!  As many of you saw in my Holiday letter, one of the areas I was going to really focus on in 2012 was more education and communication.  With information being transmitted instantly due to internet, social … Continue reading

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