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What should be included in my comprehensive estate plan?

April 3, 2019

Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust.

Why do I need a living trust if I created a Will?

April 2, 2019

One of the common estate planning misconceptions is that once a person has a will in place, there is no need for further estate planning.

Consistency of Performance Matters Especially in Retirement

March 28, 2019

Most investors don’t have a clue how to properly calculate their returns, nor do they understand the importance of the consistency of their returns.

Are You a Better Investor Than Warren Buffett (revisited)?

March 18, 2019

Two years ago, I raised this exact question "Are you a better investor than Warren Buffett?". We answered the question then, and the answer remains the same. We’ve outperformed Berkshire Hathaway Class A shares over the last eleven years with our Rising Dividend Growth and Income strategy, net of our management fees.

FOMO Investing

February 11, 2019

Many of you may know this slang phrase. FOMO means the Fear Of Missing Out. While this phrase is more often tied to social media and to millennials feeling like they are missing out on something more exciting than what they are doing, I’m hearing a lot of it regarding people sitting in far too much cash as the stock market rallies.

2018 Recap / 2019 Outlook

January 15, 2019

I am very glad to have 2018 behind us, as it was one of the most challenging markets that I have had to navigate in my twenty-seven-year career. It wouldn’t call it challenging due to the pullback experienced during the fourth quarter.