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Top 5 Resolutions for 2026
If 2026 is the year to get serious about your finances, where you are, and where you're going, this one's for you. If this feels intimidating—or you're simply too busy running a business, leading a team, or... Continue Reading
The New Luxury: Un-Plugged
We hope it's been a wonderful holiday season. As you ponder travels and experiences in the new year, consider taking the road less traveled. In fact, many of you have shared with me that you are. This week, we're... Continue Reading
Making $500,000 a Year and Still Broke? Welcome to the High-Income Trap
Ever know someone who's got the big house, a place at the lake, two Range Rovers, private schools, and ritzy vacations, yet they still complain about money? Maybe that someone is you? Do you know what your real... Continue Reading
Santa Rally: Real or Myth?
After a bumpy November, investors are looking at the calendar with a mix of anxiety and hope, waiting for Old Saint Nick to secure a solid December. I can almost hear Springsteen's rendition of Santa Claus is Coming... Continue Reading
Mortgages for the Self-Employed
Part of what makes the American economy the envy of the world is twofold. First, Americans' insatiable desire for self-determination and professional independence — or put more simply, our collective belief... Continue Reading
Where Did All the Turkeys Go? Christmas Creep Is Taking Over America.
I've always been a big fan of Thanksgiving—maybe more than most. I look forward to the warmth of family time without the pressures of gift shopping, wrapping, and marathon holiday scheduling. Christmas is... Continue Reading
Perspective During Market Pullbacks
Be Brave! Or as a smart friend recently told me, "Scared money don't make money!" I want to help you make money. To some of you, this current market pullback feels like you're losing money. You're not, unless... Continue Reading
Got a Dream? Bet On Yourself With Your Own Money
ROBS: Rolling Over Your Retirement to Start a Business For you dreamers out there—certain you've got the perfect business plan if only you had the money to get it started—you very well may have the... Continue Reading
Navigating October's Market Currents
One of Tom Clancy's greatest novels, The Hunt for Red October, follows both the Americans and Soviets as they desperately search for Captain Marko Ramius and his nearly undetectable nuclear submarine. Set at the... Continue Reading