#100

Really cool feeling to be posting article #100 to our blog today!  We launched this medium last March as a way to communicate with our fans and future fans.  The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...

Mistakes with cash

There are 3 common financial mistakes families and professionals make when managing their cash.  In no particular order they are: Holding too much or too little Chasing a return or yield Lumping all your cash in one account Last April, you may have wished for more...

Busted Bracket

Well, I’m completely cooked, my bracket is toast after the first round of the NCAA tournament!  Filling out your bracket with your favorite picks is a fun gamble that may or may not pan out.  Quite the opposite of financial planning which allows for more inputs in...

My best investments

When you think of your best investments, does a particular stock, collectable, digital currency, or real estate come to mind?  For me, I believe my best investment is my health.  As we mark the one-year point into this pandemic, it’s difficult at times to recall how...

Spend your dough 

Much has been written about saving, investing, and planning for tomorrow.  What is discussed less in written form is how to spend all those dollars you’ve saved.  How you formulate your spending decisions is very personal.  Even so, there seems to be fewer guidelines...