The Do’s and Don’ts of Owning Employer Stock
Owning stock in the company you work for, can give you a feeling of ownership and “skin in the game” when it comes to delivering results to the bottom line. For some, it has also been an effective way to accumulate personal wealth and a larger retirement nest egg. While there are some pluses to […]
Is Warren Buffett Giving Contradictory Advice?
A Discussion of Passive vs. Active Warren Buffett is widely acknowledged as the greatest investor alive today. Last year he was ranked the third wealthiest person in the world, down from number one a few years back. Despite his roots as a value investor whose favorite holding period is forever, in recent years he has been […]
The Results Are In
What Our Research Uncovered that Truly Defines the Franklin Wealth Experience We want to thank everyone for their continued support. This year has been another great year as far as receiving introductions to wonderful people that we value as clients. We also appreciate your continued feedback as to how we can continue to improve our […]
Getting Naked
On our recent trip to New York I re-read the book Getting Naked. It was totally appropriate considering some of what we saw walking through Time’s Square. I hadn’t been packed in any crowds quite this large, varied and rowdy since the last time we visited New Orleans. Many were there to make money from […]
Playing to Win by Changing the Rules
I don’t profess to being a huge soccer fan but watching the USA team progress in the World’s Cup has definitely gotten my attention lately. On Sunday night watching the match between the U.S. and Portugal I did my best to learn how the clock works and figure out how many points teams receive for […]
Which Comes First, Happiness or Success?
“It’s the lens through which your brain views the world that shapes your reality. And if we can change the lens, not only can we change your happiness, we can change every single educational and business outcome at the same time.” ― Shawn Achor, The Happiness Advantage This past week Tyler and I had the opportunity to […]
Wall Street’s Pigs and Wolves
Waiting for the Fat Pitch – Your Investment Strike Zone
As baseball season arrives and my umpiring schedule is already starting to be booked with games, I thought it would be fun to illustrate how the game of baseball can be used in relation to investing. For example, when I’m behind the plate calling pitches, I’m looking for several pieces of information to help me […]