Lessons I Learned from the Pats
Jill and I spent Super Bowl Sunday with about a half a dozen friends at a couple’s house in Plymouth. Our hosts were Kevin and Marie, who I wrote about…
Don’t Burn the Lasagna!
Learn how you can manage your investments to be prepared for inevitable economic changes, much like learning how to cook lasagna.
The Best Investment Offense is a Strong Defense
A defensive investment strategy can protect your portfolio against market downturns much in the same way a good defense can protect a football quarterback.
What Are Your Rules?
"Buy and Hold" can expose your investments to massive downside risk. A Rules-Based Investment System (RBIS) can help protect you from devastating losses.
Wintery Storm—A Pause For Reflection
I try to teach my kids to always be prepared for whatever comes their way. Last week I had to practice what I preach. I went to Detroit for…
Buying And Holding On… For Dear Life?
There are a few dates in history that everyone in the financial industry remembers. Many people don’t realize how recently one of those memorable days came to pass—August 24, 2015,…
Active Versus Passive—What’s Your Strategy?
I often joke with folks about all of the abbreviations in the financial industry. IRA, RIA, FIA, VA, IUL, PFS, CFP, CPA; it’s crazy. Sometimes it sounds like a really…
Will You Hear The Screams?
Jill and our kids think it is a bit strange when I talk to my car, golf clubs, et cetera, like they understand me. I explain to them that the…
Finished With Engines … Not Quite Yet
There are certain times in my professional career that I just shake my head in disbelief at what some view as acceptable advice. Last week, Cindy from the Lower Cape…
In Sickness And In Health, How Will Your Strategy Hold Up?
Anyone who has had or currently has a significant other knows that when everything is going right, every relationship seems perfect. But the truly great relationships, the ones that last…