This classic gem directed by Frank Capra is one of my favorite movies and a sure watch every holiday season. It’s a story of an angel working to get his […]
Archives for 2015
Interest Rates & the Price of Tea in China
08/27/2015 by
Altoona, PA – The price of tea in China has been rising dramatically due to supply and demand. Some of the higher end teas are actually being hoarded after the […]
The Portfolio MRI
06/23/2015 by
Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! […]
LTC Plan Design: Half a Loaf is Better Than None
06/10/2015 by
State College, PA – Many years ago one of my mentors was famous for saying, “Half a loaf is better than none”. Maybe you’ve heard this old saying. It implies […]
Long-Term Care Planning: Logic or Emotional Paradigm?
04/09/2015 by
Lewisburg, PA – When we get right down to the nitty-gritty of planning for this particular issue we consistently find it is the toughest question to answer, should one have […]
Clarity Coaching Tips
Common Sense Videos
It’s Your Money
Media Appearances
