Financial Advisor

Five Financial Potholes (and How to Fix Them)

After two years of masking up and shutting down, we stir-crazy Americans are traveling again!  Beaches are packed, Disney is bustling, and national parks and campgrounds are turning away visitors. Our renewed wanderlust means a reintroduction to a regular feature of road trips: potholes!  We’ve all had the unpleasant experience of driving along and hitting …

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What to Do When the Markets are in Turmoil

 “We’ve never seen anything like this,” my friend whispered in an ominous tone. “Like what?” I asked. “This economy,” he continued. “You know, inflation. Debt. The stock market.” “You’re worried about the stock market?” I asked. “Aren’t you?” he responded. “Do you remember when COVID-19 first appeared?” I asked. “In late February 2020, the stock …

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Timing is Everything (but Predictable)

“DOUBLE YOUR NEST EGG” the headline screamed. “Now’s the time to jump into cheap stocks, funds and real estate.” Bad timing for a magazine called “Smart Money.” This headline was on the cover of the October 2008 issue—immediately before an epic financial crisis and market meltdown.  In early October 2008, the Dow Jones Industrial Average …

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The Problem with Swimming Naked

Legendary investor Warren Buffett once said, “Only when the tide goes out do you discover who’s been swimming naked.” This was the billionaire’s iconic way of saying that risky financial behaviors inevitably get exposed when economic conditions change dramatically.  Unless you have been snoozing the last 6-8 months, you probably know the economy is changing. …

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When the Markets are Making You Nervous

“I bet you’re getting a lot of calls.” I could tell by the background noise he was driving with his windows down. I suppose calling to needle me seemed a good way to pass the time. I didn’t take the bait. “Calls about what?”  “This dang market,” he said. “Inflation is out of control. Fuel …

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In Golf (and Finance), the Swing’s the Thing

This weekend, golf fans everywhere are watching The Masters. The world’s best players—legends like Tiger Woods and Dustin Johnson, as well as younger pros like my man, hometown hero Sam Burns—are showcasing their flawless golf swings. (They make it look so easy, don’t they?) In between all the jaw-dropping shots, golf fans will also “ooh” …

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