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Investing for Ups and Downs in the Economy

Watch this video on YouTube “What do you think the future holds for the economy and stock market?” When someone asks me this, my usual answer is, “I have no clue.” My expertise is in personal financial planning and investing, not economics. Few...

Gray Rhinos and Other Financial Threats

Watch this video on YouTube “There he is,” our South African guide whispered excitedly. About 200 feet away stood a black rhino, the rarest and most aggressive of the rhinos. The rhino focused his full attention on us as he repeatedly took a few steps and...

Simple Living Not Always So Simple

Watch this video on YouTube “Living simply with fewer material possessions leaves room for more soul” (meaning more joy, connection, peace, and spirituality). “Material possessions prohibit one from finding deep contentment.” Recently I had a...

Looking Backward at a “Perfect” Investment

Watch this video on YouTube “If I only had a crystal ball.” Every investor has probably made this wish from time to time. We would all like a way to avoid the emotional pain and anxiety that are sure to come when our portfolios lose value due to inevitable...

Greed, Over-consumption Not Products of Capitalism

Watch this video on YouTube Recently, a respected colleague noted that the “capitalistic goal of accumulation, consumption, and collecting” is responsible for a collective mindset in Americans that “I consume, therefore I am” and “more is...

Giving and Happiness: A Complicated Partnership

Watch this video on YouTube Recently a reader suggested I write about the relationship between giving and happiness, noting that research shows people who give to charity are happier. One such study from Harvard Business School in 2009 is titled “Feeling Good...