There, I’ve said it. And I was glad to see him go down in flames with the Broncos last week. Let the cursing, name-calling, and un-friending begin. I know that, in particular, my gator friends will be incensed. But I’m just being honest…I’m weary of all the Tebow-mania that has been going on.

By now, many have stopped reading this article.   Some will get past ...

It’s the time of year when all the talking heads, prognosticators, economists, and other soothsayers are coming forth with their projections of what is to come in the New Year. The idea is that if we follow their guidance, our portfolios will surely outperform the market; we’ll all be rich and live happily ever after.

As a ...

I’ve heard it said that you can tell a lot about a person by the books they read. That’s probably pretty true. So, in an effort to let you know a bit more about me, here’s my reading list for 2011. Just like the music I listen to, my tastes are all over the map. There are some books on business, history, politics, investing, and even just a few “fun” reads. I’ve also included a brief comment on ...

In September, I attended the annual conference of the Financial Planning Association in San Diego. It was 3 ½ days filled with a variety of financial planning educational sessions. Each year, the FPA® invites interesting keynote speakers to kickoff and close the conference. The speakers are from outside of the financial planning profession, but tie their discussion to a financial planning concept.

Free money?  It sounds too good to be true. But it is true…and many people are passing it up. A recent investor alert from FINRA (Financial Industry Regulatory Authority) pointed out that roughly 30% of American workers are passing up free money.  How?  By not contributing enough to their company’s 401(k) plan to receive the full employer match. The alert from FINRA urges those workers to step up their contributions.

As we go through life, our insurance needs change. It makes sense to put certain dates on the calendar each year to see if your home, auto, umbrella liability, life, health, business and disability coverage not only fit your current needs at the right cost but protect you and your family in case of a disaster.

With the unemployment rate stuck north of 9%, many people have had to face situations that they are not used to facing. Many have had to fine tune their resume and polish their job-seeking skills in order to try to find new employment to replace a lost job. If they are among the lucky ones, they will then have decisions that come with considering a new employment opportunity. Some have had to pack up and ...

As a portfolio manager who follows the passive management strategy, I’ve never really liked the term “passive management.”  It just seems to elicit thoughts that we aren’t really managing the portfolios we oversee. Nothing could be further from the truth. While we follow the passive management strategy, we are anything but passive in our approach to make sure our client portfolios are the best they can be.

It’s almost 3pm on Sunday, July 31, 2011 as I write this. We are less than two days away from our nation running out of money and defaulting on our debt. And, for those of you who may not know…yes, I am in the United States of America!!  The U.S. Government has put itself in the position of not being able to pay its bills. There’s word today that our illustrious leaders have delayed, until later today, yet another ...

Summer has begun. This is the time when your thoughts may turn to that wonderful break in the year called a summer vacation. Maybe you’ll think about a trip to a theme park, a secluded resort, or a cruise to the islands. And maybe you’ve heard the expression that most people spend more time planning their vacation then they do planning their investment strategy. Unfortunately, the statement is true more often than not.