Social Justice In My Investments

In all of the racial injustice issues that have come to a head in 2020, I often…


Do I Need a New Financial Plan?

Now that 2020 is officially the weirdest (and possibly hardest) year of our…


The Good of Humanity

Have you ever seen Facebook be such an encouraging place?  Where has all of the…


Welcome to Bear Country

The Dow officially entered a bear market (defined by a drop of 20% or more),…


Coronavirus Infecting the Stock Market

Last night was Chinese take-out night at the Terry home.  My daughter's fortune…


What is the SECURE Act and how will it affect me?

Late last year, Congress overwhelmingly approved the SECURE Act, the second…


Market Outlook for 2020

What a year for investors in 2019.  If you can believe it, there have only been…


Running (And Investing) In The Rain

My friend Jamey is putting on a race next month, and he thought it'd be a good…


Lessons from Larry

I recently went to the funeral of someone I had never met – Larry, the father…


Having the Financial "Talk" With Your Parents

In the house I grew up in, we had the "Florida Room", our screened porch…