Lost in a Foreign Land
What Do the Beatles Have to Do with Any of This? Imagine you are arriving in a new country where you do not know the language. You wander around the airport for nearly an hour trying to find the best way to the central train station. A nice person informs you there is a small […]
Reach Out and Touch Someone
Nothing Can Replace Meeting Face to Face Growing up in the 1970s and 1980s, I remember the old commercials that promoted keeping up with family and other loved ones. The commercials were designed to inspire us to grow closer together through the use of the telephone. When my grandparents were still living, we would talk […]
The Joy of Christmas at our Home
Christmas for our kids has changed a little bit over the years. It’s still time to decorate the house and the tree, eat lots of cookies & sweets and spend time with loved ones. We are enjoying seeing them grow up, but we don’t want it to be too quickly. We still want to cherish […]
The Power of Thanksgiving
I am continually impressed with how powerful Thanksgiving can be. Below are just a few things I am personally thankful for: I’m thankful for my family because they support me no matter where I am in my journey and I know they will always have my back. I’m thankful for our clients because they give our work meaning. There is no better feeling than […]
Lessons Learned from my Father’s Passing
Papa John and his grandson Jack at the Lookouts in 2008 When a loved one passes often those left behind are left wondering, “What do I do now?” or “How am I going to manage without him/her?” Sometimes the shock is so great that it takes days, weeks or months to come up for […]
Never Buy This in December
It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid […]
College Funding 101
Like many Tennessee residents, you may have found yourself doing a bit of shopping last weekend. Tennessee’s annual “Sales Tax Holiday” is a great time to load up on clothes, school supplies, and other necessities for the kids and grandkids. This annual event held during the last weekend in July signals the end of Summer […]
How Goldilocks Keeps the Bears at Bay
Our “Goldilocks” by the campfire. She’s not too worried about the bears. This past Fourth of July weekend, we enjoyed a dad’s and daughter’s camping trip at Fall Creek Falls. As Sydney is getting older it seems we have less opportunity for daddy, daughter time, so I jumped at the chance to spend the weekend […]
It’s Time to Talk About Aging
We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is cultural perceptions of ‘old’ people have not kept pace. A 2016 analysis by the World Health […]
Lessons from Jack Nicklaus
A few weeks back, Jennifer and I took our kids to Boca Raton for spring break. This break just happened to coincide with an LPL Financial trip rewarding its top ten percent of financial advisors and it was the kids first trip of this kind since Sydney and Jack were little. I enjoyed getting to […]
