Financial Planning

Two “Dudes” Work Out an Investment Plan

“You’re saying I should invest NOW?” Jordan almost choked as he thrust the heavy weights over his head.  He and his buddy Patrick regularly solved all the world’s problems during their noon workouts. On this day, the conversation had turned to personal finance. “Dude, the stock market is HORRIBLE!” Jordan said emphatically as he set

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When Information Becomes “Too Much”

“What Hath God Wrought.” That was the first telegraphed message, sent on May 24, 1844. It traveled 50 whole miles—from the United States’ Capitol all the way to Baltimore.  Before Samuel Morse’s landmark invention, news and information moved at the speed of a horse, a train, or a ship. With the introduction of the telegraph,

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Your “Wealth Culture” (& Why It Matters)

Did you know your family has a “wealth culture”? (By “culture,” I mean the collection of common beliefs, values, assumptions, customs, and behaviors that mark a group of people.)  Every group of people displays a certain culture. Cities do. So do schools and churches, civic organizations and sports teams.  Businesses also have distinct cultures. (I’m

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