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Take More Risk In Life And Less In Investing
“I just really wish I’d taken more risk in my investment portfolio,” said no one–ever–on their deathbed. That may seem like an odd observation, unless you consider the fact that I had the privilege of...
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Solving for the Qualitative Deficit in Financial Planning
“The whole financial planning process is wrong,” says George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession. But what exactly does he mean,...
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‘Someday Came’: How Our Vision Of The Future Shapes Our Saving In The Present
While on vacation recently in the Abaco Islands, on the outer rim of the Bahamas, I found myself on an important mission: taking the golf cart to the local market to restock our dwindling supply of the...
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The Elephant In The Room: How The Financial Industry’s Shunning Of Emotions...
I don’t think professor Richard Thaler is going to return my calls anymore. Sure, he was gracious enough to give me an interview after his most recent book, Misbehaving, a surprisingly readable history...
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Entrepreneur Shares ‘Life-Saving’ Career Change
“This was given to me, because that was going to kill me,” entrepreneur Lee Janik told me. “That” was the job of owning and running a construction company he started in Ohio in the mid-2000s. “This”...
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3 Books To Help You Be More Civil, Memorable And Inspired in 2018
I’m a sloooow reader–so I’m never going to impress anyone with the total number of books I read in a year (other than myself!). But I do try to immerse myself in as much reading as possible each year....
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New TODAY Show Appearance: Talking Debt, Budgeting, Market Highs And...
What better way to start off the New Year than in New York with the TODAY Show? Despite the 18 below windchill whipping through the city streets, I had a blast with Sheinelle Jones and Craig Melvin...
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Living A Life Worthy Of A Legacy At Any Age
What do you text the father, a good friend, who I’d just learned had lost his 17-year-old son the previous night? “I don’t have the words. Praying. Anything at all, we’re here for you.” GETTY I’d...
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Be More Purposeful In 2020 With This Calendar Hack
My work as a financial advisor is dedicated to helping others best allocate their scarce resources in a way that is optimally aligned with their goals and grounded in their values. And while most of...
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Helpful Perspective From A Rockstar Non-Profit And A Tailwind
Do you ever get so caught up in your own head, in your own stuff, that you lose perspective? I can’t imagine a time that would be more inclined to lead us to insular thinking, self-pity, conspiracy...
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