Thinking Out Loud

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 conf...

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 action...

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 ...

Continuing our interview with Kelsey, a 20-year-old senior working toward a bachelor’s degree in finance at UCO. This time the focus was...

Hot off the presses for the Bradford Tax Institute! Congress passed some tax legislation just before the holidays and as you can imagine, i...