Musical Instruments.

I love listening to music, all kinds – rock, country, hip-hop and Christian.  I’ve never played an instrument but enjoy the collective sound they make to produce wonderful music.  My daughter played the bassoon in high school and I had to Google it because I’d never heard of it before in my life.  If you’re like me, you gravitate to bands you enjoy listeni

The Franklin Utility Fund.

On Black Monday, October 19, 1987, I was enrolled in an investment class at the University of San Diego and I was able to witness the stock market correction from the safety of a classroom.  It was a tremendous learning experience to examine and review the correction in real time, especially since I didn’t have any money to invest.  

The Bionic Advisor

The Six Million Dollar Man was a television series during the mid-seventies about an astronaut who was severely injured during a plane crash and was re-built to have super-human strength.  His new bionic body parts included both legs, an arm, and an eye making him part human, part machine.   The opening monologue for the show was: "Gentlemen, we can rebuild him.

Stress Test

A visit to your doctor to get a stress test can be stressful.  Running on a treadmill while hooked to an EKG monitor is designed to see how much stress your heart can take.  The best-case scenario is that your doctor tells you you’re fine and no other tests are needed.  The worst-case scenario is you’re rushed to a hospital to get a quadruple bypass.

16 Seed.

March Madness is in full swing.  Perennial blue-bloods like Arizona, UNC, Michigan State, and Virginia were expected to go deep in this year’s tournament.  These teams are laden with NBA caliber talent and it’s possible several of their players will be lottery picks in the upcoming draft.  It’s not surprising most people picked these schools to win their office

The Silent Wealth Killer

If you drive a car or eat food you’ve noticed prices tend to rise more than fall.  Paying for childcare, healthcare, or college tuition has been a challenge as the rate of inflation for these items has soared.   College tuition, for example, has increased 197% since 1996![1]


A handbreadth is a unit of measure about the width of your palm, or 4 inches.  It’s also a measure of time as referenced in the Bible –  You have made my days a mere handbreadth; the span of my years is as nothing before you ~ Psalm 39:5. Meaning our time here on earth is short.

No. How Can I Help You?

Are customers always right?   Employees who work in the retail sector are trained to say “yes” to client requests and that they’re always right.  They sell the client what they want, not what they need. It’s hard to find a salesperson who says “no” to client requests. 

A Recovering Stock Picker.

The siren of individual stocks has drawn me in for decades ever since I entered the brokerage business some thirty years ago.  I had visions of becoming the next Warren Buffett, Peter Lynch or Jesse Livermore. 

Why Don’t We Own Amazon?

The performance of Amazon’s stock has been remarkable. This year alone its stock price is already up 24% and it has generated an average annual return of more than 37.5% since it went public 21 years ago.  A $10,000 investment in 1997 is now worth $7.4 million![1] 

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