Broker Check


Saturday, October 28, 2023


Wednesday, November 16, 2022

To say this has been a tough year is an understatement.  While for me and my house it hasn’t been bad, for many others, things have been difficult. I had many clients deeply affected by the tornado that swept through...


Tuesday, June 14, 2022


Thursday, March 31, 2022


Monday, February 7, 2022


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Thursday, November 18, 2021


Thursday, November 18, 2021


Thursday, July 8, 2021


Monday, April 26, 2021


Thursday, January 7, 2021


Tuesday, October 6, 2020


Tuesday, July 28, 2020


Monday, June 15, 2020


Thursday, April 16, 2020

We have worked for several years, but we have never seen anything like this. There has never been aphysical/social/financial interruption at this depth and speed. You perhaps recently came across a statement, and it is probably not...


Wednesday, December 4, 2019

I am sure you are just as interested in what we can learn from marshmallows and bunnies as I am or was until I came across some interesting research. The study on marshmallows1 is actually quite famous in certain circles that examine...


Tuesday, August 13, 2019

I have been taking a casual survey lately of responses to one question: “How often do you check your investment account balances?” I have heard answers that range from “once a year, if even then” to “3 or...


Friday, May 17, 2019

Mowing The Rainbow


Wednesday, November 14, 2018

23 Charts that show the world is getting Better


Tuesday, July 17, 2018

Sociologists and media commentators can debate whether our times are the most negative in history, but it certainly seems that way to me. We have all heard how damaging sticks and stones can be, but an endless bombardment of negative...


Wednesday, April 18, 2018

It is a blessing that math is only a small part of my chosen profession. While there are days where calculators consume a great deal of the time, more of my time is spent engaging with people rather than numbers on a page. My work is...


Thursday, February 1, 2018

I had great plans to write an engrossing newsletter exploring the issue of year end economic predictions, and their miserable track record of accuracy. Noted economist John Kenneth Galbraith is quoted that “the only function of...


Tuesday, November 21, 2017

It seemed like such a simple question: “How much money is in the world?” The answer is, it depends. It all depends on how we want to define “money” to answer the question. Not that anyone has sat with a...


Thursday, November 16, 2017

I receive virtually the same call, from different clients, roughly once a week. They all begin by asking how I am, and the same of my wife and daughters. Then they apologize for interrupting my day (which would be impossible), but they...


Thursday, November 16, 2017

Assume for a moment you are going to take the trip of a lifetime, to somewhere you have dreamed of going for a long time. Do you use a travel agent or make all the arrangements yourself? What day do you leave? Fly or drive? Where do...


Thursday, November 16, 2017

I recently turned 59, and received a reminder that I barely missed seeing dinosaurs roam Southern Indiana. However, the reminder did contain an interesting snapshot of life in 1958 (from Cost of Living 1958...


Thursday, November 16, 2017

If yours is one of the roughly 97% of American households that own a TV, you have likely been asked the question “Can you hear me now?” Similar to “Where’s the Beef?” and “Don’t leave home...


Thursday, November 16, 2017

It is estimated that the average American adult makes 35,000 decisions every day1. I decided not to even try to verify that number, as when I consider everything from “do I go ahead and get up or catch 9 more minutes of...