Category Archives: Published

Children, Easter, and Money

This month, I thought I would highlight a great place to find material for teaching your children about the use of money. So, with this month being Easter, I thought we might look to the bible. Regardless of your personal … Continue reading

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Unrewarded Risk

Wall Street often disregards the statistically sound results of years of study by the financial academics. Perhaps this is because much of the profit of Wall Street is based on ideas that are in opposition to the findings of academia. … Continue reading

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Is Perception Reality?

Before I continue the discussion on understanding investment risk, I feel compelled to intervene with thoughts regarding last week’s responses to the Jackson Speaks section of this publication. The question proposed, “Do you think the public is being gouged at … Continue reading

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Understanding Investment Risk

When it comes to investment risk, two facts are true for everyone! Everyone takes investment risk, but risk doesn’t necessarily mean return. You might be saying to yourself either, “I don’t take investment risk,” or “I like risk, it means … Continue reading

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Media Driven Market

Every study I have ever read comparing individual portfolio returns to the market always says the same thing regardless of who performs it. Individual portfolios in the market, “on average,” never perform as well as the market itself. The data … Continue reading

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Your Broker’s Interest May Not Be Yours

Merrill Rule Caveat Emptor – Your Broker’s Interest May Not Be Yours January 31, 2006, a new Securities and Exchange Commission (SEC) ruling went into effect allowing broker-dealer’s to further confuse the public regarding objective investment advice. The measure that … Continue reading

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Invest in Your Child with Reading

With March 2nd having been both Read Across America Day and World Book Day, I’m sure that there will have been great emphasis put on the importance of reading to small children by this month’s end. Or if you have … Continue reading

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Do You Love Your Children Enough?

Enough to teach them the hard lessons of life that is! As a parent myself, I have no doubt you love your children, but loving them enough to teach them tough life lessons is often tougher on you than it … Continue reading

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Holiday Spending Recovery

Well, it is 2006 and while most Americans are still recovering from the turkey and relatives, the oversize credit card bills are just starting to roll in. If you are one of those typical Americans whose desire to give to … Continue reading

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Wealth of Knowledge

There is a wealth of information in our society today! In fact, humans have never lived in a time when information was more accessible. The “Information Age” has made it possible for any individual to “know” practically everything known to … Continue reading

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