Wisdom on Wealth Columns

Feeling Financially Out-of-Control?

“When this new bunch in Washington raises everyone’s taxes, what’s going to happen to the market then?” I get questions like this a few times each week. And my honest answer is “I have no idea.” Will our taxes be raised? Possibly. But since I’m not a prophet, I can’t say for sure—government tax policy …

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How Hard is Your Money Working for You?

Recently I spoke with someone who runs the computer network for a large company. When most employees started working from home due to COVID-19, this man was able to see what each worker was doing all day every day.  “I could save my company a million dollars,” he said. “I can tell who’s working and …

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What an Arctic Blast Can Teach Us

Didn’t see that one coming, did you? We’ve been so focused on a deadly pandemic and unceasing political drama that we missed the onset of…winter. You remember winter, don’t you? Normally in Louisiana, it’s that brief period between the Sugar Bowl and the Super Bowl. At least, that’s the way I remember it. Until this …

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Love Assurance

On Valentine’s Day, what could possibly be more romantic than flowers, chocolate…and life insurance? On second thought, let’s reserve February 14 for sweet notes, roses, and intimate dinners. Do the life insurance part on February 13 (or save it till the 15th). But definitely do it. Here’s why… Life insurance is love assurance. It demonstrates …

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Making Millions on Wall Street?

When you hear about someone making a fortune in the stock market practically overnight, don’t you sometimes think, “Why can’t that be me?” We saw it again in recent days.  In brief, a group of “wolf of Wall Street” types were betting against GameStop, the video game retailer. They were hoping to make millions when …

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Is Your Most Valuable Asset Protected?

In my first meeting with a new client, we typically do what I call a “data dump.” They bring all their financial information and dump it (sometimes literally) on my desk. Right now, I’m thinking of a particular young couple. They owned a business and had two young children at home. They were busy folks! …

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