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financial advisors

Blog tagged as financial advisors

Saying Thanks

Let me start by saying   Thank You   to all of my readers, clients, and business partners for our relationship. Like many people, it is a sentiment that I believe and feel but don't say enough.


As the holiday season approaches, people often have several different things to think a...

February 12, 2014 11:12 AM - Comment(s)
One Size Does Not Fit All... and That's OK

Have you noticed all of the advertisements that essentially say, "We know the answer... the one way you should invest"?  It's a good line for selling something, but could be questionable if you dig deeper.


Given the multitude of perspectives and investor preferences that exist, how can one...

February 12, 2014 11:09 AM - Comment(s)
"You Can Observe a lot Just By Watching"

Baseball legend Yogi Berra was as famous for the things he said as what he did on the field. Many of his quotes don't make sense on one level, and yet they may on another.  For example:

"It ain't over till it's over."

"When you come to a fork in the road, take it."

"This is like dej...

February 12, 2014 11:01 AM - Comment(s)
Form Follows Function

Architecture is one area that makes Chicago a world-class city.  One lasting principle of architecture & design that many are familiar with is "Form follows function."  In other words, as Wikipedia puts it, " that the shape of a building or object should be primarily based upon i...

February 12, 2014 10:57 AM - Comment(s)

Football has taken over this time of year for many sports fans (including me).  As I watched my team lose a game and listened to the post-game TV commentary, it made me think of how we often react to the stock markets.  Every game provides a roller-coaster of emotions.  Win a game &...

February 12, 2014 10:51 AM - Comment(s)