Is a Free Financial Literacy Class Overpriced? A Closer Look

Discover why free financial literacy seminars can often feel like a rip-off. From biased agendas to missing critical information, delve into the hidden costs of these seemingly no-cost classes. – 

A New Approach to Social Security? Trading Benefits for Tax Credits

Learn how a tax credit option could benefit both Social Security and high-income Medicare recipients. – May 02, 2024

A Closer Look at Inflation — Then and Now

The ‘70s had much better music but much worse inflation! –

Is Recession a Stock Killer? Not Always!

There may or may not be a recession on the way. But if there is, your portfolio may not suffer. Our expert has the details. – Aug 25, 2023

Is a ‘Double Negative’ in the S&P 500 Index coming?

The S&P 500 Index had a return of -18.11% for the calendar year 2022. If we exclude the dividends generated by the Index, the return was -19.44%. What are the chances we will have a negative year in 2023, resulting in a Double Negative? We asked an expert to explain. – 

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A New Investment Plan: Buy Low and Hold

I wanted to use one of my favorite words, epiphany, in the title. It didn’t make it there but found its way into the first sentence. I was trying to determine which criteria were valid and relevant in determining when to enter and when to leave the stock markets. The finding was an epiphany for me.

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Story of Financial Happiness

This piece is based on a story a client told me. When people tell me they’re happy with their financial advisor, I no longer roll my eyes. I just give them a copy of this article to read. This article is near and dear to me for a few reasons. The main one may it’s the first one time I used the phrase “You don’t know what you don’t know.”

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Ron Morris Tribute Article

Ron Morris was the founder of the American Entrepreneur radio show. He provided me with countless hours of insight and entertainment. Ron battled liver cancer for many years until succumbing to the disease in June of 2012. I wrote this piece and submitted it to Ron’s staff so that Ron could take a week off from writing his Friday afternoon “email blast.” I had an unusual relationship with Ron and had the opportunity to share and discuss movies with him. If I’m in my office at 3:00 during a weekday, I wish I could turn the radio on and hear him again.

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