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Tuesday, October 29, 2019

Dopamine is prevalent in many of our lives. It is the desire that drives us to do certain things. It is powerful and can influence us to behave in irrational ways. Dopamine can be triggered when we think about something. Imagining...

 

Tuesday, October 1, 2019

Does money buy happiness? Yes and no. Researchers have found that money can increase happiness for individuals living in poverty. However, once we are above the poverty level, money doesn’t do much to promote happiness. Pleasure...

 

Tuesday, September 3, 2019

The Power of Adaptation Humans are very good at adapting to our changing world. Adaptation is a change in behavior that allows us to be better suited for our current environment. Anticipation of change is often more powerful than the...

 

Friday, August 16, 2019

Many are speculating about a potential recession because of an inverted yield curve. NO ONE KNOWS FOR SURE. Economic activity is strong, balance sheets are still in good shape. While every recession was foretold by an inverted yield...

 

Monday, July 15, 2019

SUNSETS are one of natures prettiest pictures! Sometimes the sun doesn't cooperate and hides behind some clouds, Some nights, it just reddens the sky and others it just sets in the horizon without fanfare. That's why we need a full...

 

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Monday, July 1, 2019

The Virtue of Slowing Down Time is an interesting dimension. It is a fixed measurement, yet our perception of time varies greatly depending on what we are doing. I can attest to that since I’m just back from vacation. It has been...

 

Friday, May 31, 2019

Here are five “life-changing” developments that are driving a fundamental shift in the way everyone should view and prepare for retirement. Should we have a conversation about these?

 

Wednesday, May 8, 2019

I didn’t expect to write a blog about this subject, but I just couldn’t pass up the opportunity to review a great piece of financial pornography put out by Marketwatch.com. I find this terribly funny (pun intended)! We are...

 

Thursday, April 4, 2019

Warren Buffett said, “Investing is simple, but not easy.” You would think that if something were simple that it would also be easy. Not so. Take losing weight. Burn more calories than you take in. The surefire way to invest...

 

Tuesday, March 5, 2019

What the heck is “Smart Money” anyway? In my 26 years in the profession, I still don’t know what makes the media proclaim someone or some group “Smart”. Is it their confident predictions (that are wrong...

 

Wednesday, February 13, 2019

We spend much of our time thinking about, predicting and anticipating CHANGE. Several years ago, the founder and CEO of Amazon, Jeff Bezos, turned the question of change on its head. He said it is more important to consider what will...

 

Thursday, January 10, 2019

This is the time of year when we think about predictions for the market in the New Year. What's it going to do this year? Is the market going to do really well because it was so bad last year? Is the market going to continue in a...

 

Thursday, December 13, 2018

Yesterday we had the first “Accomplished & Fabulous Women Connect” event at ModernWell in Minneapolis. Mary Schmid and I hosted what turned out to be a smashing success! 20 women connected by talking about: Name something...

 

Tuesday, November 13, 2018

Perspective If you had gone into hibernation or stasis on January 1 and just woke up, you might think that the market didn’t do a thing all year! What? Yes, the S&P 500 was 2743.15 on January 1 and closed at 2726.22 yesterday...

 

Tuesday, October 30, 2018

This is the time of year that the media ramps up election coverage and reminds us how “important” the results will be for us. When it comes to investing, is that really the case? Fact: the party of the sitting president...

 

Friday, October 26, 2018

Have you been watching CNN …Yahoo Finance… Bloomberg? If so, let’s take a step back and get a little perspective. Here are 6 things I want you to think about. Markets are volatile by nature. We will have losses...

 

Monday, October 1, 2018

A large function of my role is to ensure that financial decisions are made thoughtfully and deliberately. This has been a lot easier over the last few years due to abnormally low market volatility. While no one knows exactly when, the...

 

Monday, September 10, 2018

For years now I’ve sent the Monthly Market Insights email. It’s the one email most of you open. While I think markets are kind of cool (yes, that makes me a nerd), and I like to help you understand what’s going on in...

 

Tuesday, August 7, 2018

Financial planning, wealth management, investment management (whatever you want to call it), is a male dominated industry. I should know – I’m on the inside. The industry doesn’t always talk to women the way women...

 

Monday, June 4, 2018

Warren Buffett said, “Investing is simple, but not easy.” But in real life simplicity has little to do with ease. Take losing weight. Very simple. Burn more calories than you take in. Easy, right? NOT!!! Why is it not easy:...

 

Friday, May 4, 2018

I’m not a CPA (and I don’t even want to play one on TV), but we all know that there was a new tax law and it impacts everyone. These are significant changes which means that both individuals and small business owners may...

 

Monday, April 23, 2018

We like to think we are independent thinkers, but the truth is our thoughts, attention and energy are heavily influenced by what we read in the headlines. • “Almost 40% of the market value created during the Trump rally is...

 

Friday, January 12, 2018

I am quite confident in my forecast for 2018. To be fair, it was the same forecast I had in prior years and will likely be the same forecast in future years. Why wouldn’t I keep it the same…it has an overall accuracy very...

 

Thursday, October 26, 2017

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...