Financial Advisor

3 Ways to Avoid Wrong Business Priorities

In the Disney film Glory Road, a star basketball player at Texas Western University is on the verge of flunking out.  In desperation, the coach summons the young man’s mother. She marches onto campus and proceeds to turns her son’s world upside down. She even attends class with him and “volunteers” him to recite all …

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Financial Success Requires this DISH

In my column last week I introduced the idea that the wealthy know a “secret” the rest of us don’t.  It’s the idea that success—financial or otherwise—doesn’t come because of a single grand action. Rather, it’s the result of a thousand small steps and smart habits. Perhaps you remember the nineties business book Built to …

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The Little Secret to Big Financial Success

Most folks are convinced the wealthy know some big financial “Secret” the rest of us don’t. Like, they went to “the right” school and met “the right” people. Or they heard about Tesla before anyone else did, or got in on the ground floor of Amazon. Or somehow, they cracked the code on those free …

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The Problem with Those “Average Returns”

An old joke says that if you keep one foot on a hot stove and your other foot in an ice bucket, on average you should be comfortable. That line always makes me smile. It underscores a reality in the world of markets and investing—averages can be both mathematically accurate and experientially awful.  Case in …

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