Spending with Purpose

Earlier this week Bryan, Heath, and I attended a monthly meeting for the Financial Planning Association’s (FPA) Houston chapter. The chapter puts a lot of effort into attracting well-known industry speakers who cover the gamut of financial planning topics such as … Continue reading

Taken Your Temperature Lately?

When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began to get nervous about it. We had no parents handy … Continue reading

What’s Your Retirement Number?

A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement.  The “What’s your retirement number?” slogan was undoubtedly derived from a common question that financial advisors hear from clients every day.  … Continue reading

Syria and the Market

The situation in Syria has gone from bad to worse over the last few weeks.  The U.S. and allies are preparing for a possible military strike against President Assad’s regime in a country that has been torn apart by a brutal civil war.  … Continue reading

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

The Annual End of the World

Sir John Templeton, the father of international investing, once said, “Among the four most dan­gerous words in investing are ‘it’s dif­ferent this time.’” With the continuation of a lackluster economic recovery and so much congestion in Washington these days, it … Continue reading

Is Your IQ Overrated?

Keld Jenson is a contributor for Forbes on­line and has written about the other types of intelligence beyond IQ: Emotional Intel­ligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ … Continue reading

Benchmarks and Investor Psychology

There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securi­ties markets. Why, then, are there so few genuinely successful investors? In my opin­ion, the answer is simple – they … Continue reading

How Much Farther Can It Go?

As I write, the Dow Jones Industrial Average has closed at over 14,397, a 120% increase since its bottom of 6,547 at the market’s nadir exactly four years ago on March 9, 2009. Countless articles are being written on the … Continue reading