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Ups and Downs in Skiing and the Markets

We just got back from a ski trip to Killington, VT.  While I greatly enjoyed spending time with the family, it again revealed my up and down relationship with skiing.  I love being outdoors, especially in the mountains.  I love the exercise and the fresh air.  I don’t love the lift lines, food lines, bathroom…

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Peeling Back the Onion on Investing

I have been a fan of football all my life.  I never played organized football but enjoyed pick-up tackle games growing up.  There was limited complexity to our plays, but plenty of risk with no equipment.  As a casual observer of college and pro games I thought I had an idea of what was going…

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Running a Marathon is Easy, Planning Can Be Too

Running a marathon is often used as a metaphor for an event that is arduous, painful and ultimately, inspiring.  People who have not run one may consider it as simply overwhelming or impossible.  It’s not.  Over 500,000 runners finish a marathon every year in U.S. and Canada. Anyone can do it.  I repeat, anyone can…

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A Hierarchy of Savings

When my father retired from the Navy after 27 years of service, he found a job with ARA Services.  The company (now known as Aramark) had a special initiative tied to hiring veterans.   Upon joining the firm, he was awarded a small amount of shares in the publicly traded company.  My father told me that…

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To Jump or Not To Jump?

When I was much younger, I was never hesitant to try risky endeavors.  At that age, many young people feel indestructible.  I certainly felt that way.  Jumping out of a plane from 10,000 feet seemed like a perfectly logical thing to do.  Too be honest, it was so much fun, I’d still be willing to…

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Improve Your Financial Future, Watch Puppy Videos!

One of the biggest challenges facing Advisors is getting clients or prospects to act.  Oftentimes, it can be an emotional issue like uncertainty, anxiety,doubt, embarrassment, or simply inertia.  While all valid, it’s important the Advisor help clients overcome the hesitancy to take action.  Earlier this week, I posted a brief video of our new puppy…

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Parry, Lunge, Thrust, Touche!

When I was a freshman in high school, I saw an ad on the school bulletin board seeking new members for a fencing club.  I quickly joined.  No, we did not go around slapping up fence posts.  We competed in a combat sport using the traditional weapons of Epee, Saber, and Foil.  For those that…

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It’s Time For A Spring Cleaning Of Your Finances!

It’s been a long, cold winter, at least for us in the Mid-Atlantic region.  Admittedly, we don’t handle the cold very well.  The problem with this winter is we didn’t get much snow, so the fun factor was low.  Unlike 2010, when it was all snow and a lot of fun: Sometimes risk is a…

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“Don’t Put All Your Eggs in One Basket”

First, I want to convey best wishes to everyone celebrating Passover and Easter.  It is a special time of year.  I think everyone understands the meaning of the idiom used in the title for this month’s article (Okay, it’s also a nod to the traditional Easter Egg Hunt).  The wisdom shared in this saying is…

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