State College, PA – Large growth companies have been the top performing asset class for the last several years starting back in 2014. They have been better than small and […]
COVID vs. Capitalism
06/03/2020 by
Lewisburg, PA – COVID crisis! Is it the end of life as we known it? Is there really going to be a ”new normal” moving forward? My guess would be […]
Corona Virus and Modern Financial Industry
03/10/2020 by
State College, PA – They say that imitation is the sincerest form of flattery. As I look back at 20 years in the business, I see a fingerprint on the […]
DIY…Investing?
09/26/2018 by
/
RSS Feed
Does “Do It Yourself” Investing really work? Can the average American, who is not schooled in finance, really do it themselves? Can a human kiosk replace financial advisors in the […]
Do-It-Yourself Investing
09/20/2018 by
State College, PA – It seems in the last few years, there has been a strong push in the financial arena encouraging people to “Do-It-Yourself”. The idea that with technology […]
Stock Picking: Confident Assertion or Financial Folly
05/02/2017 by
Have you ever personally experienced a Confident Assertion within yourself or while observing others? I think it’s interesting in the area finance, how many Confident Assertions are made about the […]
The Real Cost of Safe Money
09/13/2016 by
Altoona, PA – A fellow Investor Coach shared a story about a Senior Citizen on a radio talk show the other day, lamenting about the ultra-low CD rates the banks […]
Municipal Bond? Safe or Sham?
09/01/2016 by
State College, PA – It has happened again! Investors depending on municipal bonds for a secure retirement should be concerned. For the second time in three years, the Security and […]
From My Daily Journal
08/31/2016 by
A trend we have noticed among baby boomers that we have recently coached up about global market returns is a lot of people exhibit concern and worried body language. When […]
A Broken Record
08/12/2016 by
The more I study my industry, the more I’m noticing that the news of pessimism, fear, and greed, are always in cycle and at play. The more I identify these […]
Do Not Give Up
08/12/2016 by
For those of you that know me, you know that I am an eternal proactive optimist, balanced with a dose of realism, and a sprinkle of discernment. I have always […]
College Potential Not Promise
08/12/2016 by
I was reading an article recently talking about reinventing college planning. This newly compiled data offers some interesting talking points or conversational topics. It’s estimated that by 2020, 65% of […]
Income – Reverse Engineering
08/12/2016 by
A recent article talked about how a multiplier of eight times your income is the approximate size of the nest egg one would need in order to retire comfortably. In […]
Preparing For Peace of Mind
08/02/2016 by
As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in […]
20 Investment Questions
06/23/2016 by
What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do […]
Clarity Coaching Tips
Common Sense Videos
It’s Your Money
Media Appearances
