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How Your Own Biases Are Hurting Your Portfolio

  • October 10th, 2016
  • Forbes

You’re no fool. But let’s imagine for a second that a major public figure said something—something false—over and over (and over) again. Regardless of its questionable veracity, is there a chance you’d be more likely to believe the proclamation simply because you’ve heard it often and recently? Like it or not, the answer is an… Read More

Danica Patrick: You May Not Drive A Racecar, But You Still Need Life Insurance

  • October 10th, 2016
  • Forbes

Since her early 20s, Danica Patrick has driven a racecar for a living, speeding 200 miles per hour around a crowded track bordered by concrete walls. It’s dangerous. Really dangerous. And she recognizes that. “There are things that happen in the car that you can’t plan for and that are out of your control, like… Read More

What A 12-Year-Old Ukulele Player Teaches Us About Authenticity In Our Work

  • October 3rd, 2016
  • Forbes

What vocational lessons could we possibly learn from the 12-year-old viral sensation who just won America’s Got Talent? I don’t watch reality television contests, because as a rule, the best participants rarely participate and when they do, they almost never win. But quite randomly, a 12-year-old ukulele player named Grace VanderWaal, inspired me to break… Read More

Don’t Let Wall Street Fool You Into Taking Too Much Risk

  • September 5th, 2016
  • Forbes

Competition for your dollars creates an inertia that always seems to lead Wall Street down the path of unhelpfully increasing the risk in your portfolio. The recent Wall Street Journal headline, “Bond Funds Turn Up Risk,” illustrates an especially alarming trend. Specifically, of increasing the risk in the part of your portfolio that should be… Read More

It’s A Good Thing Investing Isn’t Like the Olympics

  • August 29th, 2016
  • Forbes

Imagine that your entire life revolves around a single performance lasting less than 14 seconds. You’ve sacrificed your youth, close friendships and any semblance of a career in pursuit of validating your Herculean effort on the world’s largest stage. The hopes of your country on your shoulders. Tens of millions of gawkers eager to praise… Read More

2016’s ‘Best City In The World’ Goes To…

  • July 18th, 2016
  • Forbes

Charleston, South Carolina. According to Travel + Leisure magazine, “Charleston is a remarkably dynamic place, so it’s no surprise that it has achieved its highest ranking ever in our survey as the year’s best city in the world.” It’s the first time a U.S. city has received the top honor, but Charleston ranked No. 2… Read More

You Can’t Do Anything You Want

  • May 2nd, 2016
  • Forbes

“A lot of career advice begins right back at age six,” writes author Chris Guillebeau in his newest book, Born for This: How to Find the Work You Were Meant to Do. But in case you’re expecting some fluffy self-help propaganda that over-inflates your ego in an attempt to win your purchase of the book,… Read More

The Millennial Guide To Managing Risk With Insurance

  • April 4th, 2016
  • Forbes

“I’m too [fill in the blank] to worry about insurance.” If you’re a millennial, there are plenty of words you could choose from to complete that sentence. Perhaps “young,” “poor,” “busy” and “skeptical” are good ones (for starters). You might have enough insurance. You might even have too much. But I’d bet you don’t have… Read More

Are You Living The Life You Chose?

  • April 4th, 2016
  • Forbes

I love finding financial wisdom in unlikely places, like in art and music. These opportunities are more abundant than you might expect. For instance, the punk-Americana outfit, The Avett Brothers, dedicated an entire tune, aptly titled “Ill With Want,” to the scourge of greed and Mumford & Sons taught us that “where you invest your… Read More


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