There’s an issue affecting my retiree clients more and more nowadays, and it’s an issue that really chaps the hide of many. The issue is Medic…
In the waning days of 2019, stuffed inside a must-pass continuing spending resolution required to keep the government running, Congress passed…
2020. Wow. I have to admit, I was kind of hoping we would have flying cars by now, but it's kind of hard to shake a stick at the progress made…
So as we progress into 2020, finishing the second out of three strong market years in a row, I find myself looking for a frame of reference to…
After writing this column since 2002, as you might imagine, clients, as well as people I mingle with in the community, like to talk to me abou…
A disability diagnosis opens the door to many government benefits which can be critical to the disabled individual’s quality of life.
I need to take my own advice. It seems I am constantly encouraging others to turn off their propaganda channel of choice, the leading two bein…
Heading toward the end of 2019 there is still time for some year-end tax planning, especially in the area of charitable giving.
I have the privilege of talking to investors (clients) every day. While the majority of the talk during these conversations involve planning a…
Last week my family began the college visit process for the next teenager on deck. As all parents know, each child is unique, and for us, so h…
On Wednesday this week the Federal Reserve Open Market Committee lowered its primary interest rate by one quarter of one percent to a range of…
It was 1989. As a young college kid I was walking through the Chauncey Hill mall area at Purdue. Two pretty girls standing behind a folding ta…
I’ve never been drawn to investing in China. As early as 2005, I remember attending investment conferences where speakers would flash the stat…
October is national cyber security month. What does it say about our modern world that we even have to have such a thing?
Last Christmas my parents bought my wife and I tickets to the musical “Hamilton” in Chicago. The tickets were definitely a splurge I would hav…
I love my truck. I mean I really love it, in kind of like a boy and his dog kind of love. So, I was completely devasted the other night when I…
This morning I woke up on my fancy high-tech mattress (SNBR), stumbled into the bathroom to watch the market report (CMCSA and T) on my phone …
Google “When to take Social Security” and 1.3 million hits will return a plethora of advice on the subject. It seems every financial journalis…
I’ve spent the last five of seven work days, and half a Sunday, at investment and economic conferences. Two days in Chicago, three days in San…
My family just finished the third season of the Netflix series “Stranger Things” on the night before we sent my second daughter off to Purdue.
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My birthday is at the end of July, and this year I got to spend part of the weekend riding motorcycles with a buddy through northern Wisconsin.
He was the kind of person who was subtle smart. His career had been spent fixing things, and I perceived he was the kind of guy who could fix …
I came home from work into the house to the smell of Mexican food. As I rounded the corner coming up the stairs to the kitchen, I found three …
I’m a movie geek. My primary genres are sci-fi and super hero movies, and sitting across the table from the right pal, I can communicate in “m…
As you read this column, my wife and I will be returning from our summer family vacation, an epic 3,800-mile road trip in our family's class C…
As a financial adviser, one thing that is a constant is the need for continuing education and training. A typical financial adviser may be reg…
I’ve been investing on behalf of clients, and myself, for 25 years now. One of the risks of doing something for such a long time is that it’s …
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