One Tweet is Worth 1,000….Trades?

I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is further insight into why we should decline Continue Reading

A Lesson Learned

I’m fortunate to be part of a year-long program this year focusing on leadership. I look forward to hearing different perspectives and how I might implement the lessons across my professional and personal life. But I bring this program up not to tell you about what’s in store for me for the next year, but to relay an anecdote that serves as a nice Continue Reading

Not All Deductions are Created Equal

Nothing puts a damper on the New Year like emails notifying you that tax forms are available. It’s like the government is trying to sabotage the new financially fearless you.  The only motivating factor is that hope for a refund. You racked up all those tax deductions your friends and family told you about so the odds are in your favor. You will Continue Reading

Reviewing 2016 Predictions

It’s time once again for the Year in Review! In year’s past, I simply find the first article I can regarding 2016 predictions and see how finely tuned the crystal balls were, but as a special treat this time around I actually kept a copy of Fortune magazine’s “Investor’s Guide 2016” from December 2015. It’s been sitting in my desk for twelve months Continue Reading

Choose Your Own Resolution

Happy 2017! I’ve always been leery of New Year’s Resolutions—I say if you want to make a resolution to better yourself or your situation in some way, just start immediately. Nevertheless, we’ve always enjoyed marking arbitrary points in time as a society, so in that spirit I will have the same generic resolution I have every year: I resolve to Continue Reading