Are You Ready For a Sucker Punch?

Harry Houdini was one of the greatest illusionists and escape artists we have…


Do I Need a Revocable Trust?

I'm going to start this by assuming that you have a valid will in place.  If…


Is the Coast Clear?

Unless you live in Georgia, we've actually made it through the elections!  Most…


Battling with Pennies

A penny will hide the biggest star in the universe if you hold it close enough…


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…