Mother Nature's Way

Here is a re-post of a blog I published back in October 2013 that perfectly describes what's going on right now.

So I went to a conference last week in Dallas where financial advisors from around the region gathered to discuss strategies for "High Performing Firms".  I was NOT enthusiastic about being there until Ren Cheng, PhD gave a kooky professor presentation on Systemic Risk.

Prepping for Corona Virus Impact

This piece is an attempt to offer a few practical ideas for how to respond to the coronavirus.  No fancy words, just a list of a few actions one might take:

Band-Aid Fixes to Social Security

I remember a time when I was a young man fresh into my career as a financial planner. The year was 1981, and just like today, the news was on fire with talk of Social Security funds eventually being depleted. But being that I wasn’t anywhere close to retirement age at the time, I didn’t pay any attention. 

I SHOULD have. 

If you’re one of some the 69 million Americans who receive Social Security or SSI benefits, you'll notice some changes in 2020.