Financial Lessons From A Simple Lunch
Ever gone out to dinner and had a terrible experience? Of course, we all have. Today was one of those rare occasions that I had lunch and dinner at a restaurant. Oddly enough, both experiences were really bad. I had... Read More →
What Happens If Your Financial Advisor Gets Hit by a Bus?
Prospective clients often ask me, “What happens to my investment accounts if you die?” It’s a valid question. Let’s face it, everybody’s gotta go some time, and financial advisors don’t get to cheat death. I think the question comes from... Read More →
Febreze® Your Finances This Spring
The first official day of spring is in a few days. Here in Kentucky we will welcome spring with open arms! Spring is also the time when I think of warmer weather (wishful thinking), opening the windows and doing some cleaning.... Read More →
My 10 Favorite Posts from 2013
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2013. All of these are from my blog, The Diligent Advisor, and all are from 2013. Perhaps you missed a... Read More →
Five Signs You Picked The Wrong Financial Advisor
This week marks the 5 year anniversary of the arrest of Bernie Madoff. The mastermind of the most notorious Ponzi scheme in history. I guess the thing that really angers me about this whole situation is the fact that he... Read More →
4 Dumb Things I Did That Made Me Poorer
Financially speaking we all have made mistakes. Even me! I made some whoppers. I’m still human, and from time to time react with emotion instead of logic regarding my favorite green paper. I’m going to share four of those whopper... Read More →
Generic Money Advice To Avoid
Most people I meet generally welcome the financial advice they get. However, sometimes the advice from a professional isn’t very good. I’ve listed a few pieces of generic advice that you may not want to follow. 1. Save 10% for... Read More →
If I Had A Financial Time Machine
I saw an article similar to this on a web site. I thought it had a lot of potential. Going back in time and giving your younger self financial advice. Getting an opportunity to profit from my older self’s financial... Read More →
7 Good Financial Habits to Teach Your Children
We all pass on traditions and personal traits to our children. Why not pass on good financial habits too? Maybe you’re thinking, “I’m not too good with money, how can I teach my kids?” That’s a good question. You may... Read More →
Your Financial Advisor’s True Role
Losing weight is easier said than done, right? We all know it’s about eating less and exercising more. Knowing the formula is easier than implementing it. The same goes for investing. People procrastinate even when they know it will be... Read More →