Personal Notes
Nov 10, 2025
Over my years as a financial advisor, I have helped many clients work through the financial and emotional aspects of major life transitions. Now, in welcoming two new partners to the firm I started as a sole owner 40-plus years ago, I am working hard to take my own...
Apr 21, 2025
On January 21, 1980, in what I thought was a brilliant financial move, I bought gold. At what was then an all-time high of $873 an ounce. Fast forward 45 years, and here we are again. Gold is on a tear, priced just over $3,000 an ounce at the time of this writing. It...
Feb 24, 2025
My wife and I recently enjoyed a trip to the Middle East. In Jordan, we had the unique privilege of dining in the home of a local family. The homemade food was delicious and unforgettable. Another memorable part of the evening for me was a conversation about money. As...
Oct 7, 2024
If we all acted purely on logic, coffee shops would be out of business. Is that likely to happen any time soon? Don’t bet your latte on it. Here’s why, using the numbers for my own favorite brew. A cappuccino with oat milk, it costs around $5.50 at a coffee shop....
Jul 8, 2024
I thought I knew a lot about travel insurance until recently, when I learned something new. It was an expensive lesson. My wife and I had booked an expedition cruise to the Arctic for our 30th wedding anniversary. A mechanical cancellation of a Delta flight delayed us...
Jun 17, 2024
Four years ago I confessed in a column that I was guilty of day trading. Except that, as a political junkie, I trade in election outcomes, not stocks. I have no interest in betting on anything else, including sports and equity markets. My speculative adventures have...
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