It’s Summer Time

It’s Summer Time

It’s summer time and I can remember the challenge of getting that college summer job to earn some beer money.  Times have changed and now college students face the task of finding internships to gain experience for their future career. My summer jobs were pretty...
Found On The Beach

Found On The Beach

Early in my career I worked at a large regional bank. One day a bank client stuck his head in my office and said he had a complaint: “I tried to exchange some money and the teller said she couldn’t do it”. Hmm, that didn’t sound right, I...
Stone Money

Stone Money

The other day a client asked me if she had enough money.  My response was “what is the purpose of the money?”  At first my question caught her off guard.  She did not get what I was asking so I explained with a story. When I was in Palau, Micronesia I went exploring...
The Blank Stare

The Blank Stare

Remember back in college when you were taking a core course that you had no interest in? At the end of the class you would have a zombie-like blank stare on your face as the class droned on and your mind went numb. When meeting with clients I keep a lookout for the...
Managing Your Portfolio

Managing Your Portfolio

We have all heard it, we all understand it, but few actually do it: buy low and sell high. Emotions tend to be a stumbling block when we “fall in love” with a favorite stock/fund/investment. When this happens the ability to objectively look at an...