Town and Gown Magazine Articles

If it’s happening in Happy Valley, it’s in Town & Gown. A State College & Penn State tradition since 1966. These articles appeared in State College’s Town and Gown Magazine throughout 2011. In them, Paul and his team provided a peek into their unique approach to today’s financial markets. Scan below for stories that may pique your interest.

What’s Your End Game?

I often get the deer in headlight stare when I ask that question. My father was a taskmaster my whole life….to the point of annoyance as a young person. The main lessons I have gleaned from his “get r done” attitude, do not give me excuses, personally if you are going to pursue a task; […]

Smorgasbord Investing

Many people walk through life trying to be good stewards and prudent investors finding on the eve of retirement that they basically acquired a huge pot luck of various investments that were all supposed to work to retirements end.  Are assets earmarked for actual use and need or did you “buy” based on returns with […]

Quickest Way To Pay Off Your Mortgage

There are different schools of thought on ways to accelerate paying of your mortgage.  Most people are familiar with the 15-year mortgage versus the 30-year mortgage.  The idea is a simple one; you pay a higher payment in order to pay off the mortgage faster… [pdf-embedder url=”” title=”Quickest Way To Pay Off Your Mortgage”]

Need Financial Help?

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What Is The Value Of Human Life?

You may not want to put a price tag on it.  But if we really had to, most of us would agree that the value of a human life would be priceless. “It is established that the protection of one’s family, or those near to him, is the one thing most to be desired, and […]

The Rule of 72 Can Be Revealing To You

How many of you have noticed on your different mutual funds and investments you may own…the published 1yr, 3yr, 5yr and 10ys returns often being 10%?  I’ve always found this interesting because when I look at most accounts that people own, I see the published returns… [pdf-embedder url=”” title=”The Rule of 72 Can Be Revealing […]

It’s A Wonderful Life

This classic gem directed by Frank Capra, one of my favorite movies and a sure watch every holiday season.  This is a story of an angel working to get his wings and his task is to help a compassionate, but despairingly frustrated businessman by showing what life would have been like if he never existed… […]

Do You Have An Investment Philosophy?

This is a very simple question whose answer has far reaching implications to your life savings and retirement peace of mind.  I have asked this question to hundreds of people to get the normal deer in the headlights look or the confident, “Yes, mine is moderate or conservative”.  I am not speaking to your investment […]