Lewisburg, PA – Tonto: “The market is up and I am not. What’s the story Kemosabe?” Kemosabe: “What do you mean the market is up?” Tonto: “According to the telegraph […]
Archives for 2014
Buckle Up, It’s Getting Turbulent!
10/27/2014 by
State College, PA – I learned aviation slang for turbulence is called dirty air. What has been going on in the market is like dirty air? Recently we have seen […]
Evolution of Passive Index Investing!
09/02/2014 by
Lewisburg, PA – Recently I was reading an article from John Bogle founder of Vanguard. John is well known in financial circles as one of the champions of passive investing […]
What is the “New View” of Retirement?
08/20/2014 by
State College, PA – Many of us today get all caught up in everyday living that we don’t put much priority on looking ahead into our “Golden Years” of retirement. […]
Investment Cost: Advisor Beware or Investor Beware
04/03/2014 by
State College, PA – “How are you paid” is a common refrain heard by those working in the financial industry. One would think this is a very black and white, […]
In Life and Retirement Planning “It’s Never a Mystery”
02/27/2014 by
Lewisburg, PA – The common phrase “it’s never a mystery”, should end with, “except for the people involved”. Is it a mystery why the athlete medals in the Olympics? Not […]
Punxsutawney Phil Beats the Pros
01/28/2014 by
Punxsutawney Phil is arguably the most well-known prognosticator in America. Groundhog Day was established in 1887, held annually on February 2nd. A large crowd will wait with baited breath to see […]
What’s Your Sleep Factor for the CRASH to Come?
01/15/2014 by
What is a market crash? It’s a sudden, dramatic decline in the market. As an investor coach and wealth strategist, I find myself always preparing my clients for the crash to come. […]
Clarity Coaching Tips
Common Sense Videos
It’s Your Money
Media Appearances
