I am still finalizing what my personal and business goals are for 2012 (I know, it is March already) and trying to define a 5-ish year visio...

1.        Goals:  have them. 2.        Try NOT to have a dollar-value goal (I can’t stand the “my retirement number” commercials).  Can’t we...

The holidays are nearly done and it’s time to attack 2012.  Recent news suggests an improving U.S. economy.  European leaders are starting t...

Beyond the previous post titled 10 Things I Think I Think About Money , what is my foundational belief in how to effectively manage wealth? ...

What if your stopped thinking that your money belonged to you?  What if you were just the steward of your good fortune instead of the owner ...

Less Worry | More Happy is a financial pursuit. 1.       Reduce financial uncertainty 2.       Increase financial control and discretion 3....

I was reminded   this week while reviewing a new client’s previous portfolio of the distinct and different philosophies present in the inves...

Copper Warning: Metal's Slide Is 'Pricing In Global Recession' Why 'Operation Twist' Likely Won't Do Much for Jobs G...

Perhaps in times of stress or in great unhappiness you’ve sat by yourself and asked, “What am I supposed to do?”  Or maybe in a broader sens...

Your financial success and independence is not up to fate or chance.  Chances are virtually nil that you’ll wake up one day and find that al...

One of my tendencies is to try and solve problems and struggles with an all-inclusive plan to fix everything.  This often inhibits me from b...

When discussing someone’s financial goals I’m often asked, “is that a good goal”?  I really think what they’re asking me is whether I think ...

I like Ms. Chatzky’s financial books and commentary because a) she’s learned through personal experience and effort, b) she speaks sensibly,...

For anyone who has read the book Liar’s Poker by Michael Lewis you will recognize this passage quoting a poetic muse called Memoirs of a Tr...

When your car starts making a weird noise don’t you turn your radio down and intently listen for the noise?  Don’t you become fixated on hea...