Jan 30, 2020
Superbowl Sunday is this Sunday and everyone is placing their bets. There is something called the Westgate SuperContest every year. It is held by a sports book in Las Vegas. For an entry fee of $1500, you can compete against everyone else who is willing to put...
Dec 11, 2019
Is the S&P 500 Really Up over 25%? Context, in our business, is often lost given the industry’s focus on quarterly and annual reporting. Why is context important? Because it helps investors better understand their actual performance. Below are two versions of the...
Oct 23, 2019
Let’s link arms and walk through the dark forest of college planning together, shall we? Whether you’re expecting your first child, navigating parenting teenagers, or helping a child in your life achieve her higher education goals, this post is for you. The emerald...
Sep 25, 2019
We are excited to feature Tony Smith, CEO of Secure Futures Solar as our guest blogger for September. Learn more about Secure Futures and their capital campaign at October Money Mornings on Tuesday, 10/8. RSVP on our Events page. —- Do Good and Do Well: Make change...
Aug 7, 2019
It’s August already and you’re probably thinking, “How did that happen?” Summer is sliding away and you’re nowhere near ready to transition to the scurry of the school year. Believe me, I get it. Stores began selling school supplies in...
Jul 16, 2019
What Your Quarterly Statements Don’t Tell You What an incredible first half of the year! For the first six months, the S&P 500 Index was up 17.2% and the EAFE Index, which is comprised of international/non-US equities, was up 11.8%. ...
