Category Archives: Money Management
Ford Has A Better Idea

One of the great stories of this never-ending economic recovery is the story of Ford Motor Co. To put this in some type of historical retrospective, Ford, unlike G (overnment) M, did not have to take any TARP money from … Continue reading
Circle Of Emotion

Some have said that investor psychology costs the average investor one to two percent per year in total return. (source:Wall Street Journal) This subject has been studied for years, and the objective of this piece is not to necessarily explain what … Continue reading
Refinancing Your Current Mortgage

What are you waiting for…?? With so much of today’s news focused on issues such as the faltering economy, mid term elections, the historic rescue of the Chilean miners, and historically low interest rates, one area that does not appear … Continue reading
Strategies and Stock Trading

Over the years, even though my entire career has been in financial services, it has not absolved me from mistakes. Being human, I’ve made them, dealt with them, learned from them and moved on. I’d like to share one of … Continue reading
Planning: A Case Study On Personal Finance
Many times people pay too much attention to the small details and not nearly enough attention to the larger picture. This case study involves a married couple, two self-employed entrepreneurs who have built a fine life for themselves and their … Continue reading