I grew up on a farm just outside of Mancos, a small town in Southwestern Colorado. And by small, I mean the no stoplight, twenty-five kids in my graduating class, I actually went cow-tipping, kind of small. Like most teenagers I grew up with, I wasn’t equipped with the wiring that lets you appreciate just […]
After hearing some stories on the news about companies using robots to increase productivity and reduce their workload, I actually ended up buying a few. They’ve worked out so well I plan to buy as many as I can and recommend that you do the same, as they happen to be great at one thing […]
Your heart drops when you step on the scale after the holidays, or you open your credit card statement to a find balance so high you go through it line by line suspecting that a Russian hacker used it to buy bitcoins. We’ve all been there. Whether it’s an unexpected few extra pounds, or a […]
In the book, The Number, author Lee Eisenberg features these sarcastic “rules of investing” that fabulously illustrate these common investor pitfalls: #1. Only buy stocks that will go up, the others are a waste of time. While preposterous, the author nails the fact that many investors (and mutual fund managers for that matter) are under […]
I’ve had a rash of newlyweds coming into my office lately and having just tied the proverbial knot a few months back myself, the subject of money and nuptials has been coming up a lot. Study after study points to finances as the number one reason for divorce, so I decided to put together a […]
After sitting through 3+ hours of drugs, nudity and debauchery depicted in Martin Scorsese’s “Wolf of Wall Street,” my wife was appalled to learn that the movie was based on a true story of Jordan Belfort. Her immediate reaction was: “At least that doesn’t still happen… Does it?” And she isn’t the only person who […]
When my sister called me last spring to tell me that my niece Lauren had been accepted to an elite college, I wasn’t surprised at all. What did surprise me was the sound of worry in my sister’s voice. After what she said next, I quickly realized the cause: “It’s going to end up costing […]
One of the best lessons I learned about financial planning was well before I even became an advisor. It was during my short time as a realtor, right out of college. I had moved back to my hometown and was working in the idyllic mountain town of Durango, Colorado.