"So Carlos, what do you think about when you step up to the tee on a par 5?" I recently got this question from a friend and I […]
Our Blog
Explore Expert Articles
Navigating Success in Exit Planning, Real Estate, and More
September 6, 2015
A HOMEOSTATIC TALE: "A BRAVE NEW WORLD"
One of the great gifts that humans have is the ability to self-regulate. For example, the body’s ability to maintain a constant temperature stems from its ability to […]
September 3, 2015
FAMILY SAVINGS: A TALE OF TEAMWORK
An essential component of financial success is the need to assemble a team of trusted advisors. Other than practicing the discipline of saving money I think it’s the most […]
September 3, 2015
A TRANSFORMATIVE TALE: "LIKE US, THERE'S MORE THAN MEETS THE EYE"
In A Practical Tale, we learned the importance of understanding the expected behavior of asset classes, which of course impacts the expected behavior of your portfolio. We can be […]
September 2, 2015
A THIEF'S TALE: "DIAMOND GIRL"
This tale focuses on a common investment pitfall. I call it stealing. It was a normal scam since it appealed to the victim’s common sense and trust. I […]
September 2, 2015
A TALE OF DUTY: "WHAT IS THE COMMON SENSE APPROACH TO INVESTING?"
My father-in-law was a wise old Yankee from Massachusetts when I met him at the ripe old age of 63. He was 17 years older than my mother-in-law, […]
September 2, 2015
AN AARP TALE: "THE PAYOUT RATE VS. THE INTEREST RATE"
My 85 year old father recently received a solicitation from AARP. For those that may not know about AARP, it stands for the American Association of Retired Persons. He […]
September 1, 2015
AN ALTO MAR TALE: "THE MAXIMUM DRAW DOWN"
When I was in elementary school we would spend endless, countless, boring hours focusing on the three R’s: reading, writing and arithmetic. While most can commiserate with my experience […]
September 1, 2015
A LOST TALE: "LIVING IN THE PRESENT"
When I was a little boy I had a baseball glove that I loved. It was my favorite and my only. I would summarily dismiss the notion of […]
September 1, 2015
A TALE OF RECOVERY: "THE MATHEMATICS OF RECOVERY"
My daughter tells me that I need to write a tale that speaks about percentages. She says people don’t understand the way money grows and until they do, they […]
August 31, 2015
HOW DO I ALLOCATE MY MONEY ONCE I START SAVING? A TALE OF TWO TITANS
A question that always comes up, regardless of age, is how do I allocate my money once I start a savings program? The question soon morphs into how […]
August 26, 2015
A CYCLICAL TALE: "THE BIRD CYCLE"
Growing up on the outskirts of Baltimore I was destined to be a Baltimore Orioles baseball fan. The bird was ever present. Later when I attended Johns Hopkins […]
